Kelly is a Senior Client Associate at Family Wealth Solutions. She delivers comprehensive service to clients by attending to their account management needs. She prides herself on her attention to detail and loyalty to clients.
Kelly has more than 35 years of experience in the financial services sector. She previously worked for A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, and for Richard Crowne also with Family Wealth Solutions as his Client Associate for over 30 years.
An Ohio native, Kelly has called Sarasota home since 1986. She and her husband, Tom, have been married for 30 years. Outside the office she loves nothing more than spending time with her growing family and friends.