Kelly is an Accredited Asset Management Specialist™, a Wealth Management Specialist and CERTIFIED FINANCIAL PLANNER™ practitioner with more than 30 years of experience in the financial services industry.
By being certified by the CFP Board, Kelly has taken the extra step to demonstrate her professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
The responsibility she feels for each client doesn’t end when she leaves the office. Each client’s financial well-being is her top priority all day, every day. Her goal for each client is to customize a comprehensive financial plan, which includes retirement planning, college planning, insurance and estate planning, all designed to help meet their financial needs and pursue their own goals.
Kelly began her financial services career in 1987 as a teller for Stone Fort National Bank, which later became Regions Financial. She worked at Regions for 14 years before moving to Morgan Keegan as a registered sales assistant and earning a bachelor’s degree in Applied Arts and Sciences with an emphasis in business from Stephen F. Austin State University in 2009. After Morgan Keegan was acquired by Raymond James in 2012, she completed her CFP® and AAMS® certifications and became a financial advisor in 2015.
Kelly lives in her hometown of Nacogdoches with her husband, Robert, and two sons, Drew and Blake. In her free time, Kelly enjoys movies, reading, and spending time with her family.
T 936-560-2984 // TF 866-398-3040
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.