7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

Kelly Perney

Photo of team member
Kelly Perney

Senior Client Relationship Manager

Phone: 
724-668-7900
Fax: 
724-668-8083

Kelly has always enjoyed working with people whether it was in banking, restaurants or retail. After graduating from IUP she decided that financial services is where she wants to spend her career. During her time in banking Kelly worked as an Office Manager for First Commonwealth Bank and Commercial Loan Processor for Indiana First Bank learning how cash flow optimization and proper financial planning benefits a client, especially business owners. She worked hard to obtain her Series 7 and 66 FINRA licensing in 2018. She is excited to help clients meet their financial goals.

Kelly, her husband Ken, and their sons Kenny and Jack, live in Greensburg with their cats Zoe and Simon. Their favorite things to do are go to the park and enjoy Western PA with day trips to area points of interest.

David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

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