Raymond James financial advisors

Kelly Bergsma

Kelly Bergsma

Client Service Associate
kelly.bergsma@raymondjames.com
616-974-3382

Kelly started in the financial services industry in 2010 at Fifth Third Bank, as lead teller. She joined Raymond James in 2012 as a branch operations specialist and most recently has been working as a client service associate. Kelly has a passion for learning and growing in her career and is studying to obtain her securities licenses. She will likely be your first point of contact when you call or visit and will be handling many needs including check/ACH requests, address updates, setting appointments, and Goal Planning & Monitoring (GPM) creation.

Kelly lives in Walker, with her husband, Randy, and her cat, Celia. She enjoys snowboarding, is an avid reader and keeps busy finding recipes both she and her husband can agree upon.