KELSEY CLAIR
RW Baird
As a Certified Exit Planning Advisor (CEPA®), Kelsey Clair is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Kelsey Clair - - RW Baird - Charlotte, North Carolina, city=Charlotte, display_country=United States, hs_object_source_detail_1=Find A CEPA (March 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=Kelsey-Clair, lname=Clair, hs_object_source_id=enrollmentId:1603680181322;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202025/CLAIR-KELSEY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MARCH.pdf, hs_createdate=1743774556191, cohortium_profile_title=Kelsey Clair | CPA / Accountant at RW Baird | CEPA Connect Member, state=North Carolina, id=26010222465, advisor_type=CPA / Accountant, custom_page_title=Exit Planning Institute - Find a CEPA | Kelsey Clair, email=kclair@rwbaird.com, cohortium_meta_description=Connect with Kelsey Clair, a specialized CPA / Accountant working with RW Baird based in North Carolina., associated_contact_record_id=101094876275, website=https://gervaisgroup.bairdwealth.com/team/kelsey-clair, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202025/cert%208948_Clair_CEPA-Certificate-2025-March.pdf, is_editable=editable, url_slug_2=Kelsey-Clair, impersonate_user_url=https://exit-planning-institute.org/member-detail/Kelsey-Clair?impersonation=true, full_name=Kelsey Clair, hs_lastmodifieddate=1764932329691, phone=+17045717374, company_name=RW Baird, name=Kelsey, hs_object_id=26010222465, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=28277, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: CPA / Accountant
- Website:
https://gervaisgroup.bairdwealth.com/team/kelsey-clair - Phone: +17045717374
- City: Charlotte
- State: North Carolina
- Postal Code: 28277
- Country: United States
- Designations:
- Markets Served:
- Company Name: RW Baird
