Kelly Cannone – Client Service Manager
As a Client Service Manager at Milestone Financial Associates, I am enthusiastic and dedicated to ensuring a welcoming environment and a high level of service for our existing and future clients.
I graduated from Lock Haven University with a Bachelor of Arts degree in International Studies. During my junior year, I was extremely fortunate to participate in their exchange program and studied abroad in Paderborn, Germany. While there I was able to travel, meet many amazing people, and quickly learned how to be independent and resourceful – I did not have a cell phone, GPS, or the internet to rely on!
I stive to use my 20 plus years of experience in the financial services industry with both large and small institutions to deliver the best experience possible to our clients. Over the course of my career, I have developed strong relationship building and technical skills. I have worked extensively with corporate executives, business owners, retirees, and retirement plan administrators. I also passed my FINRA Series 65 exam.
My husband Brian and I are both originally from New Jersey, but in 2000 we moved to Macungie, PA, and have laid down deep roots here. We have two boys – Nick (graduate of University of Rochester) and Johnny (student at University of Florida). We enjoy supporting them in their diverse extracurricular and educational pursuits. As a family, we enjoy vacationing at the Jersey Shore or anywhere else warm and sunny. In my free time, I like to unwind by reading, cooking, gardening, and attending music concerts. Our two rescue dogs, round out our family, and live for their walks and trips to various parks on the weekends.