Kelby Edwards, a Financial Services Representative with the 60 year old Strategies for Wealth, with office in White Plains, NY and in Manhattan's Wall Street area, is also a senior associate with National Pension Consultants II, Inc., a consulting firm to CPAs, Attorneys, Closely Held Businesses and Self Employed in the areas of qualified plan evaluation, design and administration.  He is a frequent industry speaker on Pensions and Comprehensive Planning strategies.

Kelby is one of a select number of professionals who utilizes a unique Economic Confidence Building Process^sm.  It is focused on maximizing protection from liability and other wealth eroding factors, as well as efficiency of money.  It seeks to reduce risk and generate not only more wealth, but greater access to that wealth.  Most of all the process can build the confidence to access your dreams. 

He has also developed a comprehensive Benefits Review Program, which offers business entities an opportunity to lower their ever-increasing emplolyee benefits costs.  The process will involve auditing the existing plan design and usage and development of alternative programs that are congruent with ownership's objectives and employee utilization patterns.

As a graduate of SUNY New Paltz with a B.S. degree in Accounting he started his career in public accounting.  Kelby is licensed to provide health and life insurance programs.  He is a Financial Advisor with Park Avenue Securities.  He has his NASD Series 7 and 65 licenses to execute and advise on a wide range of securities transactions. 

Kelby resides in Pawling, NY with his wife Monette and their daughter Logan. 

Insurance Licensed In:

Connecticut, Florida, Kansas, New Jersey, New York, Ohio

Securities Licensed In:

California, Connecticut, Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania

Kelby Edwards is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth and National Pension Consultants II are not an affiliates or subsidiaries of Guardian.