Raymond James financial advisors

Kelly Bergsma

Kelly Bergsma

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

Kelly 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. She handles many needs, including check/ACH requests, setting appointments, special events coordinator, and Goal Planning and Monitoring (GPM) creation.

Kelly lives in Walker, with her husband Randy, and their cat, Celia. She enjoys traveling, being outdoors, tending to her citrus fruit tree, and spends as much time with family as she can.