Kelly Fox, CFP, MBA

Kelly Fox, CFP, MBA Private Wealth Advisor at Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Even if you don't expect to qualify for need-based aid, applying for financial aid can be beneficial.
02/17/2026

Even if you don't expect to qualify for need-based aid, applying for financial aid can be beneficial.

For many families, financial aid is a key part of planning and paying for college.

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday...
02/16/2026

Required Minimum Distributions (RMDs) can take a toll on your taxes. Consider these strategies before your 73rd birthday.

See news articles and advice on financial planning and setting goals, from Kelly Fox in Plainville, MA.

Are you aware of how negative returns can impact your long-term wealth building? Let’s connect to discuss your options.
02/12/2026

Are you aware of how negative returns can impact your long-term wealth building? Let’s connect to discuss your options.

CD rates may look tempting, but inflation has historically wiped out their gains—leaving investors with less than they s...
02/11/2026

CD rates may look tempting, but inflation has historically wiped out their gains—leaving investors with less than they started. Before locking in, make sure your money is working as hard as you are. Reach out to discuss more potentially effective strategies.

02/10/2026

Market downturns and corrections can be nerve-wracking—but they are normal parts of the market cycle.

When you focus on short-term market movements, it’s tempting to let emotions drive your investment decisions. But don’t let short-term upsets derail your long-term growth potential. By staying disciplined and remaining invested despite these fluctuations, your portfolio may be in a better position to achieve positive returns over time.

02/06/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

In honor of Black History Month, we celebrate the Black men and women who have shaped our society and culture throughout...
02/06/2026

In honor of Black History Month, we celebrate the Black men and women who have shaped our society and culture throughout American history.

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelera...
02/05/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

If you’d like to discuss investment strategies to help you navigate the 2026 market and economic landscape, let’s connec...
02/03/2026

If you’d like to discuss investment strategies to help you navigate the 2026 market and economic landscape, let’s connect.

Discover forecasts for U.S. stocks, GDP growth, inflation trends and investment strategies for the year ahead.

Let’s connect if you’d like to discuss how to incorporate fixed income into your portfolio in the new year.
02/02/2026

Let’s connect if you’d like to discuss how to incorporate fixed income into your portfolio in the new year.

Discover which fixed income opportunities could benefit you in the year ahead.

2026 is shaping up to be another dynamic year for the stock market. Let’s connect if you’d like to review your investmen...
01/30/2026

2026 is shaping up to be another dynamic year for the stock market. Let’s connect if you’d like to review your investment strategy and discuss potential opportunities ahead.

Get our 2026 equity outlook.

01/29/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

Address

30 Man Mar Drive, Ste 14
Plainville, MA
02762

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15086952336

Website

Alerts

Be the first to know and let us send you an email when Kelly Fox, CFP, MBA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kelly Fox, CFP, MBA:

Shortcuts

Share

Category

Our Story

My Approach Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement: (1) Covering essential expenses (2) Ensuring your lifestyle (3) Preparing for the unexpected (4) Leaving a legacy And I’ll help you make adjustments as needed so you can retire on your terms. Areas of Focus Women's Financial Strategies Retirement Planning Strategies Saving for Education Small Business Estate Planning Strategies Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CDFA™ Certified Divorce Financial Analyst CLTC Certified Long Term Care 25 years of experience Education Simmons College, Boston, MBA, 2011 Allegheny College, Meadville, PA, BA, 1980 Awards and Recognition Emmitt Larkin Award for volunteerism, 2018

United Regional Chamber of Commerce Person of the Year

Ti-Town Chamber of Commerce Business of the Year

FIVE STAR Wealth Manager, 2010 -2013 Athena Award Recipient, 2004 Woman of Achievement, 2003 Professional Associations United Regional Chamber of Commerce Tri-Town Chamber of Commerce Community Participation Greater Attleboro Area Council for Children, Past President, Board of Directors, Chairperson, Christmas is for Kids Women at Work Museum, Founding Member, Board of Directors United Regional Chamber of Commerce Tri-Town Chamber of Commerce Bi-monthly columnist, The Sun Chronicle, Attleboro SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.