Kelley Grace, a partner in the Norman, Okla., office of top 25 CPA and business advisory firm Eide Bailly, has joined Eide Bailly Financial Services as a financial advisor.
Grace is a CPA who previously served Eide Bailly clients as a tax partner, helping them create proactive tax strategies as well as providing wealth management services. Now as a financial advisor, she will dedicate her time to providing financial planning services to high-net-worth individuals and business owners. That includes offering investment portfolio management and asset allocation services including stocks, exchange traded funds, mutual funds and proper cash management, as well as creating investment withdrawal strategies to help clients properly fund retirement and minimize taxes.
“I’m excited for this new chapter in my career and look forward to helping our clients create wealth management plans that help them meet their unique goals,” said Grace.
Grace has been recognized for her work in the accounting industry with several awards, including Oklahoma City Business Journal's 2007 Forty Under 40, The Journal Record's 2009 Achievers Under 40, Norman NEXT's 2012 Next Under 40, Oklahoma Society of CPAs 2012 Trailblazer Award and 2013 Public Service Award, the CPA Practice Advisors 40 Under 40, The Journal Record's 50 Making a Difference 2015, 2019 and 2020.
Awards may not be representative of any one client’s experience. Votes for the various awards may or may not be clients of Kelley Grace, and do not necessarily imply a top rating of the advisor. Awards are not an indicator of the investment advisor’s future performance. No fee has been paid to participate in these surveys.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC, is the holding company for Eide Bailly Advisors, LLC, which is owned and operated by Eide Bailly LLP.
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