Kelly Ireland
Kelly is our lead client service manager at Maverick Wealth Management. In her role as a member of Maverick Wealth Management team, Kelly is deeply committed to ensuring a successful servicing outcome for every client she works with and every Maverick Wealth Management advisor she supports. Although not a producer, Kelly is influential in directing the “behind the scenes” activities. Her purpose is to provide extraordinary service to our clients, thus enabling them to pursue their dreams and goals while working with herself and our firm’s advisors.
Kelly came on board with Maverick Wealth in 2015 as a client coordinator bringing several years of key client service experience to the role. She brings attention to detail, excellent rapport-building skills, vitality and energy to each client engagement resulted in her great relationships with all our clients. Kelly serves as a key strategic liaison and project manager, partnering with clients and Maverick Wealth Management’s engagement leaders in all aspects of the day-to-day business. Kelly is a key component in ensuring successful servicing outcomes.
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