Kelly Gatewood of Strategies for Wealth New England, our parent firm, works collaboratively with Robert Fine & Associates. Kelly has over 10 years of experience in the Financial Services Industry, Administration, Compliance and Operations.
In her role as Office Manager, Kelly ensures that the office runs smoothly. She maintains office services by organizing office operations and procedures; prepares new Associates for onboarding, manages operational projects/systems; implements systems and procedures; reviews and approves supply requisitions; and assigns and monitors administrative functions.
Her experience helps our Financial Representatives operate at maximum efficiency when handling the back-office, systems and operations tasks required to maintain the highest-level client experience.
Kelly joined Robert Fine & Associates in 2010. She graduated from Framingham State College with a BA degree in Business Administration. She lives with her two children Brooke & Luke and husband, Steve in Franklin MA.