Kelly earned her undergraduate degree in finance from Jacksonville State University in 2005. After graduation Kelly worked as a Sales Assistant for Ameriprise Financial in Chattanooga, Tennessee. In 2007, Kelly joined Farmers & Merchants Bank in Piedmont, Alabama as a Compliance Associate in the loan department. In 2008, she moved to the investment division of the bank where she took the position of Client Service Manager / Registered Sales Assistant for Raymond James Financial Services, Inc. on the second floor of the F&M Bank in Anniston, Alabama. Kelly is part of a 6-member team that is determined to provide friendly and professional service, exceed service expectations, and meet the financial service needs of clients.
Her responsibilities include coordinating communication with outside investment companies, entering mutual fund/equity orders, processing disbursements from client accounts, and preparing necessary reports for client reviews. Kelly coordinates all of the client seminars, as well as the annual golf outing. She is always happy to help clients with administrative questions and concerns. Kelly holds Series 7 and Series 66 licenses as well as life, health and variable annuity insurance license. She is currently working on her Masters in Business Administration from Jacksonville State University. Kelly and her husband Chris reside in Jacksonville, Alabama. They attend church at the First United Methodist Church of Piedmont, Alabama. They have one dog, Lexie, who they take on walks around their neighborhood for visiting and exercise. Kelly also enjoys spending time with her family, cooking, reading, and trying to learn the game of golf.