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Kelly Cima®

Family Wealth Director - Senior Vice President - Graystone Consulting - Morgan Stanley - Institutional Consultant

Kelly Cima® has been an integral part of Graystone Consulting since 1990, where he serves as a Senior Vice President, Family Wealth Director, and Institutional Consultant. With a strong educational background including a BBA in Finance from Marshall University and further studies in Finance at West Virginia University, Kelly brings a wealth of expertise to his role. Kelly is a Certified Investment Management Analyst® and an Accredited Investment Fiduciary®, specializing in wealth transfer strategies, asset preservation, philanthropic services, family governance, trust services, and more.

Kelly Cima®
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Location

Charleston, West Virginia Area