Kelli Stiles, JD®, CPA®, CIA®
Advanced Planning Attorney
Kelli began her career in the financial services industry nearly 30 years ago. She has extensive experience working with Financial Advisors and their High Net Worth clients, having served as an Estate Planning Attorney and Certified Public Accountant (CPA®) for many years. Kelli also served in Advanced Planning roles for several of the nation's largest Insurance and Financial Planning firms. Upon joining LPL Financial in early 2018, Kelli was named the Vice President of the Advanced Planning team. She partners with LPL Financial Advisors to develop and implement strategies for their affluent and high-net-worth clients and business owners. Her estate planning expertise and experience working with financial advisors, CPAs, and attorneys make her a valuable resource in evaluating client needs and identifying opportunities to preserve and pass wealth.
Kelli received her BSBA with honors in Accounting and Economics with an emphasis on Finance from Missouri Southern State University. She also received her Juris Doctor (JD®) with honors from the University of Minnesota. Kelli holds the FINRA Series 6, 7, 63 and 66 licenses, as well as her Certified Public Accountant (CPA®) and Certified Internal Auditor (CIA®) designations (both inactive).
In her free time, Kelli enjoys hiking, reading, playing with her dogs and spending time on the beach in Mexico with her husband. She is the proud mother of their two adult children who live in Los Angeles and San Francisco.