Women moving forward

Financial empowerment. For life.

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Woman business owner

Patricia Kelley, CDFA, CIMA

Financial Advisor

Certified Divorce Financial Analyst®

With more than 25 years of helping women transition from divorce and loss of a spouse, I believe women investors tend to be more value-focused and like to take a planning-based approach to their decisions. This type of thoughtful and constructive conversation lays the foundation for a financial roadmap that is in sync with your family's unique goals.  

After experiencing the emotional trauma of my own divorce, I learned how fortunate I was to be the chief financial officer of our family's finances. Without this background and expertise, I would have been lost and even more fearful of my family's future. This life experience and awakening has inspired me to help other women that may not have the financial expertise required to navigate and negotiate a fair outcome. I obtained the Certified Divorce Financial Analyst (CDFA) designation to help women realize their potential, claim their financial power and be free to pursue new possibilities and opportunities that can result in a fulfilling new life.

As a swimmer since birth and a former triathlete, I subscribe to "the greatest wealth is our health" theory. My passion for fitness and nutrition has helped me in all facets of my financial and personal life.  As a financial advisor I see my role much like that of a fitness trainer for professional athletes. I work closely with you to create clarity and vision of your desired goals and develop a game plan that leverages skills and expertise to bring about the desired outcomes. With a champion's disciplined and positive mindset, opportunities for growth can be found in almost every area of your life.

I have 4 daughters and remarried in 2016 to Jim Bittel. You can be sure most of our time is spent living life to the fullest with our seven amazing children between us, our grandson and our golden doodle Ruby.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • TN

Recognized as an industry leader:

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Cincinnati
  • CIMA, Wharton School of Business

Credentials

  • Certified Divorce Financial Analyst®
  • Certified Investment Management Analyst®

Divorce and Widows - Women in Transition
2055 Crocker Road
Suite 201
Westlake, OH 44145
  • (440) 414-2755

Email Me

Patricia Kelley, CDFA, CIMA is also part of:
NorthShore Investment Consulting

Helping women take charge

Helping women take charge

Your life, wealth and future

Your life, wealth and future

Women in Economics

Women in Economics

5 Things with Tracy Byrnes

Podcast library

5 Things with Tracy Byrnes is a fast, fun, informative way for female founders to gather the knowledge they need to run their business. Byrnes, a former FOX Business anchor and reporter, is now a financial advisor with a mission to empower, encourage and enlighten female entrepreneurs. In each episode she will pull from her arsenal of experts to help founders take their businesses to the next level. Every episode will offer the "5 things" they need to know about a particular subject, so come ready to laugh and learn as we tackle everything from getting loans to analyzing cash flow.

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A global leader in wealth management

$10 billion

USD invested in 100% sustainable portfolios4

4ubs.com/Impact/2/2020

$2.8 trillion

In invested assets globally 
As of 06/30/2022

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UBS is a world-leading wealth manager

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