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Kelly-Ann Lazare

Senior Registered Client Associate

Kelly-Ann Lazare Senior Registered Client Associate
Kelly-Ann'S STORY
I was fortunate to start my career in the financial services industry on the beautiful Caribbean island of Dominica, working with Barclays Bank. In 2010, I joined Morgan Stanley as a Client Associate, furthering my financial services experience. I became a part of the Karp Executive Wealth Management Group when I joined Wells Fargo Advisors in 2012 as a Registered Client Associate. 

Now, as the Senior Registered Client Associate at AKD Wealth Partners, I am proud to bring a wealth of service and operational excellence to our esteemed team. My dedication and hard work were recognized when I received the Golden Spoke Champion award from Wells Fargo Advisors in 2019. The Golden Spoke award is given to team members for their service and commitment to the vision, values & goals of the Firm. Since 2012, I have been leading our team’s private banking operations, catering to both business and personal banking spheres. As a liaison between our clients and other banking units at Wells Fargo, I ensure seamless communication and problem resolution, making me an integral link to the Family Office experience.
What Motivates Me
Helping our clients achieve financial security and empowerment is what drives me every day, especially in the complex world of private banking. 

Being able to bridge gaps, solve problems, and ensure smooth operations for our clients is not just a role for me, but a fulfillment of a larger purpose. The ever-evolving challenges in the financial sector keep me engaged and eager to learn, adapt, and deliver excellent service to our clients. 

The culture of collaboration and shared vision at AKD Wealth Partners further fuels my motivation to contribute towards our collective goal of client satisfaction and financial success.
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Helping our clients achieve financial security and empowerment is what drives me every day, especially in the complex world of private banking.
Life Outside work

Outside of the exciting world of finance, I enjoy the adventure that life has to offer. Together with my wonderful husband, Ivor, we make it a priority to explore the countless wonders of New York City and its surroundings. Whether it’s getting lost in a captivating book, traveling to new and unexplored places, or immersing ourselves in nature, each experience is a journey filled with discovery and joy.
My educational journey took me to the University of the West Indies and later led me to earn an MBA from the University of Phoenix. The knowledge I gained, along with my life and health insurance licenses, as well as Series 7, 9, and 66 registrations, strengthen my professional competence and ensure that I am well-equipped to serve our clients with expertise and integrity.

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