Broker Check

Plymouth Meeting

Kelli Beckstrom

Brand Manager

As Brand Manager at Legacy Planning, I work with advisors, management, and staff to guide the development and consistent execution of the Legacy Brand across the markets we serve. I develop and implement marketing and communication strategies, and ensure that consistent brand messaging reaches our clients, prospects, and internal teams.

With nearly 15 years of communication, marketing, and advertising experience in the financial services sector, I understand the importance of thorough review, follow up and responsiveness. I have an approachable, friendly attitude and an eye for detail and accuracy.

I received my Bachelor of Science in Journalism degree from Ohio University.

After living in the Washington, DC area for over 20 years, my husband, Jason, and I moved our family to Devon, PA in 2017. In my spare time, I enjoy reading, trying new recipes, or spending time outdoors with my husband and our two teenage sons.

Latest Blog Posts

Our Team


View your wealth management website

Investor 360

View your Commonwealth accounts