Kelly Bartko

Registered Client Service Associate

Kelly is an integral part of our office. A seventeen year veteran of the financial services industry, Kelly adheres to a philosophy of service excellence that sets our firm apart. In addition to managing all administrative functions, she has a strong focus on client relations. Her extensive experience is a valuable resource, allowing her to uphold the high standards our clients have come to expect.

She started in the investment business with Smith Barney in 1997 and joined Raymond James in 2005. She holds a Series 7 General Securities Representative license and Series 63 Uniform Securities Agent State Law license. Kelly and her husband, Scott, reside in Powell, Ohio. They have two grown sons, Ryan and Anthony. She enjoys spending time with family, reading and gardening.