Kelly Lee Bouchillon

Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1989 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 03/2012 → 03/2018
  Bank Of America, N.A.
  Savannah, GA
• 03/2018 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 03/2018 → 03/2019
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 04/2019 → Present
  Sound View Wealth Advisors Group, Llc
  Savannah, GA

Previous Registrations

• 2019-01-11 → 2019-04-03
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 2018-03-28 → 2018-12-31
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 1999-01-13 → 2018-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Savannah, GA

Other Businesses

1. Sound View Wealth Advisors Group, LLC DBA Sound View Wealth Advisors. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. RIA. Senior Partner. 03/2018. 40 Hrs/Mo; All During Trading Hours. Senior Partner and Financial Advisor. 2. Sound View Wealth Advisors Insurance, LLC. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. Fixed Insurance. Senior Partner. 03/2018. 3 Hrs/Mo; All During Trading Hours. Providing Insurance Solutions to High Net Worth Clients. 3. Telfair Museum. Not Investment Related. 207 W. York Street, Savannah GA 31411. Arts Industry. Board Member. Start 1/2018. Board and committee member.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-06
• S63 Uniform Securities Agent State Law Examination
  1989-11-13

Designations

• Certified Financial Planner

Other Names

• Kelly Bouchillon