Welcome to our newest advisor practice: Broadcloth Wealth | &Partners

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Our
Leadership

Kellie Lyons

Kellie Lyons

Ampersand Partners LLC

My role at Ampersand Partners LLC* is to ensure we run our business in a highly disciplined way. With over 30 years in the industry, I have the experience required to recognize issues and solve complex challenges. My objective is to help our business run seamlessly and cost-effectively. I was most recently a managing director and the CAO for Wells Fargo’s Affluent Business, Wells Fargo Community Bank and Wells Fargo Advisors. I started my career working at Wheat First Securities in Charlotte, North Carolina. I’m excited for this next chapter in my career and for the opportunity to help build an engaging environment where everyone feels known, heard and supported.

About Kellie:

B.A., Public Finance, Indiana University

Kellie lives in St. Louis, Missouri.

“The trains run on time when Kellie is on the team, and there is no better efficiency professional.”
*Board member and employee of Ampersand Partners LLC. Not an employee or principal of &Partners and does not participate in the management or supervision of its brokerage and/or investment advisory activities.