Kelly Villagrana – Senior Client Service Associate
Kelly Villagrana serves in a Senior Client Service Associate role at Ulrich Investment Consultants. Kelly provides reliable, accurate and timely support to the advisory team by facilitating client-related tasks. Kelly joined Ulrich in 2022, with over 21 years in the Financial Services Industry. She started her career at A.G. Edwards & Sons in 1999, working her way up through the ranks of receptionist, cashier, and wire operator. In 2003, she earned her series 7 and 66 and began working as a Registered Financial Assistant on both the retail and institutional side. She was then promoted to Assistant to the Regional Manager, proudly serving under the first female Regional Manager in the company’s 100+ year history.
In 2007, she was recruited by an LPL Financial CFP and worked for 15 years as his Registered Financial Assistant and Office Manager. In this role, Kelly provided exceptional service to high-net-worth families, adapted procedural systems, and oversaw compliance records. Kelly is an outstanding communicator, skilled in building trusted relationships.
Kelly is married to a Graphic Designer, Eduardo. They are the proud parents of a daughter Ava, and two terrier mixes, Minnie and Truffles. Kelly enjoys learning to play piano, weightlifting, and volunteering for Catholic Charities of San Antonio.