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.