Sarah Kelly

Operations Manager

As CFG Brokerage Network’s Operations Manager, Sarah helps keep daily operations running smoothly and supports key business activities. She works closely with internal teams to improve processes, coordinate projects, and ensure the firm delivers reliable, consistent service. 

She also provides marketing and communication support, helping strengthen the firm’s client outreach and advisor visibility. In addition, she assists advisors with their books of business, offering practical, hands‑on support that helps them serve clients effectively. 

Office: 781-400-8655

Email: skelly@financialguide.com