Kelly Jones is a Senior Vice President and Head of Marketing at Lenox Advisors who joined the firm in 2014. She is responsible for driving the Lenox vision and mission through the planning, development, and implementation of branding and marketing strategies, communications, and public relations activities.
Kelly brought over 15 years of strategic marketing and communications leadership experience to the firm. Prior to joining Lenox, she was the Director of Client Marketing and Investor Insights for UBS Wealth Management. Before her time at UBS, she spent 10 years in various executive roles leading teams of professionals in defining and delivering strategic business development and marketing solutions to private wealth firms and family offices focused on high-net-worth and ultra-high-net-worth individuals and families.
Kelly earned a Bachelor of Science in Business Administration from Northeastern University and holds the FINRA Series 63, 7 and 24 licenses.
For Kelly’s complete licensing information click here.