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Keely Ford

Advisor Associate

Keely serves as an advisor associate based in our San Francisco, CA office, joining the team full-time after completing the firm’s internship program in the summer of 2024. In this role, she supports the local advisory team throughout the financial planning process and helps to manage client relationships.

In addition to her previous time with Wealthspire, Keely brings a variety of experience that includes consulting, social media, data analysis, and marketing. She is a graduate of University of California–Berkeley where she earned degrees in both economics and media studies.

A recent transplant to the San Francisco Bay Area, Keely enjoys traveling, hiking, baking, and reading in her spare time. She is also passionate about aviation and has her FAA Sport Pilot’s license.

Previous Experience

  • Wealth Management Intern at Wealthspire Advisors
  • Senior Strategy Consultant at Venture Strategy Solutions
  • Social Media Marketing Intern at Hyphenova
  • Data Analyst Intern at Ernest Packaging Solutions
  • Marketing Intern at My Universe App, LLC

Education & Credentials

  • BA, University of California–Berkeley, Economics, Media Studies

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.