KeatsConnelly, a Phoenix-based, award-winning wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has promoted Renee S. Bellefeuille to associate planner.
Bellefeuille, a Mesa resident and New York City native, will be responsible for assisting planners in drafting specialized financial plans and conducting financial analysis. She has been with the firm since 2001, most recently as a paraplanner. Bellefeuille holds an associate’s degree in merchandising and marketing, and is currently enrolled at the University of Phoenix, where she is completing her Bachelor of Science degree in Business Management. In her spare time, she enjoys snow skiing, mountain biking with her husband, and hiking with their two golden retrievers.
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.