Kelly delivers a high-quality level of administrative and operational services to our clients. Her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience. Kelly applies her more than 18 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.
In addition to her duties of overseeing our operational procedures and workflow, Kelly assists the team with planning and building investment portfolios. She holds Series 7 and 66 securities licenses and 9/10 General Securities Sales Supervisor and life and health insurance licenses.
Prior to joining our team in November 2019, Kelly was a senior registered client associate for Wells Fargo Advisors for over 14 years and a registered sales assistant with McDonald Investments for over four years.
Kelly is originally from Mansfield, Ohio, and now lives in Bradenton, Florida, with her husband, Jim. Kelly and Jim have five children between them and five grandchildren. Outside of the office, Kelly enjoys spending time with family and can often be found relaxing on the lanai with her dogs, Jackson and Doodle. She has a love for the beach and traveling, specifically cruising the Caribbean, where she and her husband venture annually. Interesting fact: Kelly appeared on the game show “Wheel of Fortune” in 2007!