Kelly Wallick is committed to helping ensure clients receive exceptional service at every stage of their relationship with Rea Wealth Management. She believes integrity, accountability, and putting clients first are essential to delivering a positive experience.
As Customer Service Manager, Kelly helps oversee client service operations and supports the team responsible for day-to-day client care. With extensive industry experience and a collaborative approach, she helps maintain the high level of service and attention to detail clients have come to expect from our team.
Areas of Focus
- Client Service Operations
Professional Credentials
- FINRA Series 7 Registration
Education
- Attended Kent State University
- Graduate, Ohio College of Massotherapy
Outside the Office
Kelly and her husband, Jason, live in Dover, Ohio. They have four children. She enjoys supporting her family at school events, athletic competitions, concerts, races, and game nights. She also welcomes the opportunity to teach classes about essential oils and wellness.