Ann Wilson is the marketing and client relations manager at The Kelton Financial Group. In her role she serves as an integral member of the firm’s team, providing responsive and knowledgeable client service. Ann holds a New York life, accident and health insurance license.
Prior to joining Kelton Financial, Ann worked at PKS Financial Services as the executive administrative coordinator. For nearly five years, Ann supported the company’s president and worked with more than 1,100 financial advisors on all aspects of fixed insurance business and annuities.
Ann started her career with Fortune 250 company Pitney Bowes, serving nearly 29 years as a new business supervisor. After leaving that role, Ann transitioned to academia and worked for The Sage Colleges as the executive assistant to the provost before securing her first position in finance. Ann attended Spencer Business Institute, studying business administration.
A native of the Capital Region, Ann enjoys spending time with her husband, Tod, and their daughter, Kelsey, and entertaining family and friends at their pool. Ann also likes to cook and volunteer with the state’s social services department, particularly its adopt-a-family program. Ann has also been involved with Adopt a US Soldier, a nonprofit organization that sends supplies and support to our troops.