Kelly interacts daily with our clients, applying her specialized knowledge and experience to address any needs, questions, or requests that arise. She is your first point of contact when you contact Hemeon Wealth Advisory. She is available to assist you with all matters pertaining to your accounts, whether it’s accessing your accounts online; automating the collection of your external assets and liabilities for a comprehensive view of your finances; transferring funds between your bank and Raymond James accounts; working directly with your accountant or CPA during tax season; scheduling appointments; helping with 529 plan college payments, estate settlements and 401(k) accounts; and other problem-solving.
Kelly joined Raymond James in 2001. She holds Series 7 and 66 securities licenses and has 36 years of experience in the financial services industry. She began her career in 1985 when she went to work for a small regional firm, Johnston Lemon & Co. She moved to Legg Mason Wood Walker in 1991 and worked in the Alexandria, Virginia, branch as the operations manager.
A native of Alexandria, Kelly has a son, two daughters and seven grandchildren. She is a member of New Hope Church and is a wish grantor with Make-A-Wish Mid-Atlantic. Most weekends during the spring and summer months, you can find her in the bleachers watching and cheering for her husband, who plays on several baseball teams through the Men’s Senior Baseball League (MSBL). In the fall, she travels to Ft. Myers, Florida, for his tournaments, in which he has won two “World Series” titles and was recently inducted into the MSLB Hall of Fame.