Client Relations Manager

Kelly Anselmo joined FMB Wealth Management in 2012. She oversees Investor Services which includes Communications and Client Relations and is also a member of the firm’s Investment Committee. Kelly has over 10 years of experience in the investment industry. Prior to FMB, she was with Trust Company of the West as a Mortgage-Backed Securities Analyst with responsibilities including portfolio analysis and structuring, client communication and support. Previously, Kelly worked as a Senior Trading and Sales Assistant at Drexel Burnham Lambert in their High-Yield Bond Department. Kelly holds a BA in Political Science from the University of California, Los Angeles.

The FMB Advisors Blog

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...