Lynn Kelly

AAMS®
Senior Registered Client Service Associate

Lynn Kelly graduated from The University of Mississippi in 1997 with a Bachelor of Science degree in Business Administration. She started her investment career in 2001 when she joined Union Planters Financial Services as a sale assistant. In 2002, Lynn obtained her Series 7 Registered Representative license. She also holds the Series 63 State Registration, the Series 65 Registered Investment Advisor License as well as a Property and Casualty, and Life Insurance Licenses from the State of Mississippi.

As a Registered Client Service Associate, Lynn provides exceptional customer service which includes assisting clients with cashiering issues, incoming account transfers, understanding customer statements, online access and fulfilling other daily client service needs. Lynn is passionate about providing meaningful, timely, and effective results to our clients on a daily basis.

Lynn is married to Lee Kelly and lives in Oxford, Ms. Lynn and her husband attend North Oxford Baptist Church and enjoy spending time with family and friends. She is an avid Ole Miss fan and enjoys following Rebel sports.