Kelly joined Raymond James in 2012, and is studying to obtain her securities licenses. She will likely be your first point of contact when you call or visit. Kelly handles many needs including Goal Planning and Monitoring (GPM) assistance, account questions, check requests,wire and ACH transfers, address updates, setting appointments, and is our team special events coordinator. Kelly lives in Hudsonville with her husband Randy, and their cat, Celia.She enjoys traveling, being outdoors, reading, and spends as much time with family as she can.
Kelly M. Bergsma Senior Client Service Associate