In her role as a client service associate, Kelly assists the team’s financial advisors in providing the high level of service their clients have come to expect. As part of this, she works with clients in a support role and performs many of the operations that keep the practice running smoothly, like setting schedules, helping with the social and educational events and assisting with regulatory issues.
Her goal is to help people pursue financial well-being and find confidence in their future, enabling them to pursue their goals and define their legacies. This work is possible with strong relationships built on trust, which Kelly achieves by always putting clients’ best interests first. Her personable demeanor and sense of humor help maintain the practice environment and contribute to the client experience.
Kelly has always been intrigued by the complexities and possibilities inherent to the market. She earned an associate’s degree in business from the University of Phoenix and then followed her interests. She is a seasoned professional with more than 17 years of experience in financial services.
Prior to joining Raymond James in 2021, she worked at a discount brokerage firm but knew she wanted to do more to help individuals live their lives with the freedom that comes from education and from having a plan.
Outside the office, Kelly leads a group of people who gather essential items and nutrition and distribute them to homeless individuals each month. She also uses her craft skills to make wreaths, encouraging signs and bouquets of silk flowers to donate to seniors living at a local assisted living home. She is a constant do-it-yourselfer who enjoys bringing new life to old objects. She also gardens.
Kelly is originally from Indianapolis, but now lives in Phoenix with her husband, Vince.