Desiree Kelley has been working in the financial services industry for the last nine years. Her experience working in the education marketplace has made her well prepared to work with female clients. While working with all of her clients, her goal is to address any concerns with the financial planning process and introduce topics of importance including long term care and social security planning.
Desiree graduated with honors from Louisiana State University where she was very active in the marketing and business organizations. She holds series 7, 6, 63, and 65 securities licenses as well as Louisiana and Florida life insurance licenses.
Desiree is a recent CERTIFIED FINANCIAL PLANNING™ professional, earning one if the industry’s most recognizable certifications.
She is a member of the local Financial Planning Association. FPA of Greater New Orleans promotes universal acceptance of the value and necessity of the financial planning process. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.
Desiree is involved in her community of Destrehan. She often volunteers with St. Charles Parish Soccer, Destrehan High School, and has served on several boards including St. Charles United Methodist Church children’s day out program and St. Charles Borromeo’s PTFO.
Desiree resides in Destrehan with her husband, Brent and her children Elizabeth, Noelle and David III.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.