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Melissa Kelley

Melissa Kelley

Marketing Manager & Wealth Management Assistant

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Oklahoma Office

13907 Quail Pointe Drive
Oklahoma City, OK 73134

(Office) 405-757-2583

Arizona Office

7373 E Doubletree Ranch Rd Suite B165
Scottsdale, AZ 85258

(Office) 480-598-1700

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PlanGroup Financial, Inc., a Registered Investment Advisor. Private Client Services, PlanGroup Financial, Inc., and Burnett Advisors Wealth Management are unaffiliated entities. Private Client Services does not accept orders and/or instructions regarding your account by e-mail, voicemail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

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