Although Kelly has spent more than half of her career in management, her true passion is working directly with clients. Today, she works closely with clients in all areas of wealth management service.
5 years at First Union
17 years as a registered client service associate at Morgan Stanley
Series 7, 9, 10, and 65 linsensure
BA Finance Florida Atlantic University
Kelly joined Phoenix to fulfill her personal goals of direct client relationships with the group. She continues her personal business goal of assisting clients in implementing their long-term financial plans. She and her husband, Jonny, live on a farm in Efland. In their spare time, they are renovating the house, barns and property. Kelly also is active in the local horse community.
Raymond James is not affiliated with any of the organizations listed above.