Kelly is a Senior Registered Client Service Manager at Family Wealth Solutions. Her many roles include overseeing operational procedures and building investment portfolios. Her priority is to assist clients with their needs and concerns, building strong, trusting relationships in the process.

Kelly has more than 20 years of experience in the financial services industry, having worked at Wells Fargo Advisors and McDonald Investment. She holds licenses in Series 7 and 66, as well as in life and health insurance.

Kelly lives in Bradenton, FL, with her husband, Jim. Outside the office, she enjoys spending time with her five children and eight grandchildren and can often be found relaxing poolside with her dogs, Jackson and Doodle. If she looks familiar, it might be because you recognize Kelly from her appearance on “Wheel of Fortune”!