With more than 17 years of experience in financial planning and investment management, Kelly Barber has the accumulated knowledge and perspective to help you with your financial goals. Kelly understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so too will your vision for the future and risk tolerance. Kelly will be with you every step of the way, offering sound advice and financial strategies designed specifically for you.

Kelly endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, expectations for returns, tolerance for risk and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Kelly designs a tailored investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Kelly puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Kelly began his career in financial services in 2005 and previously spent 17 years with Edward Jones Investments. Today, Kelly provides retirement planning and wealth management with equities, fixed income securities, managed money and more through Raymond James.

A native of Alachua, Florida, Kelly resides in his hometown. He is a member of Heart of High Springs and an active member of Canvas Church. Away from the office, Kelly also enjoys traveling and spending time with his friends and family.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.