Kelsey Lombardo provides efficient and friendly service to clients while managing all administrative duties for the team. She assists with many important areas including money movement, check processing, RMDs, account statements and tax reports. Kelsey enjoys getting to know our clients and their financial goals, and she is eager to help whenever possible.
Kelsey earned a Bachelor of Science in Psychology at Eastern Connecticut State University in 2014, and spent the first 6 years of her career working with individuals with Intellectual Disability. Through the years, she became more and more interested in the financial markets and, having known Marty and Jen personally for many years, was thrilled to have the opportunity to combine her interest in financial markets with the chance to join the team at Raymond James in 2020. Being an avid saver herself, Kelsey has found that gaining knowledge of the financial markets is helpful in many different ways.
A native of Glastonbury, Connecticut, Kelsey is an avid reader, self-proclaimed culinary artist, and member of a local ballet/tap dance studio for 25 years and counting. At home you can always find her with her husband, Mike, or cuddling with her two dogs, Oz and Kota.