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Kally A

CFP®, Series 65

Allen, TX

Act Wealth Management, LLC

Kally Alkire is a CFP® and Series 65 credentialed advisor at Act Wealth Management, LLC with nine years of industry experience. She has been with Act Wealth Management since 2016 and previously worked at Ann Taylor Loft for five years. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement a range of investment strategies across various asset classes, managing approximately $569 million for about 264 clients through a five-advisor team.

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