Kelly serves as a liaison for our clients and addresses any needs or concerns they may have regarding their investment portfolios. Her goal is to provide effective, timely and personal service, and to conclude each day knowing that she has provided the best possible service.
She also provides assistance and support to our advisor team, processing and following up on all client documentation and helping ensure all paperwork is current and compliant with firm and industry requirements. She prepares quarterly account reviews for our current clients and responds to inquiries from prospective clients.
Kelly joined Raymond James in 2007, after working for a prominent CPA firm in the area for six years. She holds Series 7 and 63 licenses and is committed to continuing education to increase her financial industry knowledge.
Originally from Rockville, Maryland, Kelly lives in Colonial Beach, Virginia, with her husband, James, and daughters, Katelyn, Sarah and Emily. In her free time, she enjoys pottery, painting and serving as a daisy leader for her daughters' Girl Scout troop.
Raymond James is not affiliated with the above organizations and/or charitable causes.