Kelly Mould, JD, CTFA, CWS®, CDFA®

Dedicated to serving you.

As Senior Vice President, Wealth Fiduciary Advisor, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations.

Meet Kelly Mould

Person wearing glasses, a black blazer, and a light-colored blouse sits in a chair indoors with hands clasped, in front of a wood-paneled wall with a black abstract wall piece and green plants nearby.

Kelly Mould: Meeting You Where You Are

Kelly brings a unique blend of legal background, deep empathy and a passion for financial literacy. Her approach starts by creating a safe space for honest conversation so she can build an aligned plan for you.

Experience

  • B.A. and M.A. from Marquette University and J.D. from the University of Wisconsin Law School
  • Registered Investment Adviser Representative, Joined Johnson Bank in 2014 with a diverse professional background specializing in family law and estate planning
  • Served as an attorney, operated her own law firm and had a judicial appointment as guardian ad litem for Racine County. Also served as an executive in the telecommunications industry for more than 20 years.
  • BizTimes Notable Women in Wealth Management 2024

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Estate Planning

Community Involvement

  • Racine County Bar Association board member
  • Board for Lakeside Curative Services in Racine

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