Kelly moved to Scottsdale from Saint Petersburg, Florida. She studied Anthropology at the University of South Florida and proceeded to use that knowledge working as a zookeeper for Busch Gardens Tampa Bay during those college years. She has many stories of her days spent taking care of gorillas, chimpanzees and koalas as well as occasionally appearing with Jack Hanna on various television programs. Kelly’s continual quest for knowledge led her back to school to study business - and soon she found a natural fit in finance with a career at the Raymond James home office in Saint Petersburg, Florida. For 16 years, Kelly worked as a consultant to Raymond James advisors on managed money programs (Asset Management Services) - a third-party unbiased opinion on managed investments.
Kelly began working with Weiss Wealth Strategies of Raymond James in January of 2017 as a Financial Advisor, bringing analytical skills and a vast understanding of the financial markets. In her role at the home office, Kelly always enjoyed working with clients and helping them solve their various investment challenges. When Gary brought up the idea of them partnering and bringing her skillset to the Weiss Wealth Strategies team, she looked at the opportunity as one that she could not turn down. Kelly loves working with clients every day…they are much more fun than advisors!
In her free time, Kelly enjoys spending time with family and friends, reading and exercising. She also volunteers with various organizations, including Saint Mary’s Foodbank Alliance and Best Friends Animal Society.
Raymond James is not affiliated with the above organizations and/or charitable causes.