Kelly is a Client Service Associate at Towne Wealth Management where she assists in serving the comprehensive wealth management needs of high-net-worth families including owners of privately held companies and families with multi-generational wealth. Kelly offers clients over 20 years of financial services experience including over 18 years in serving high-net-worth clients. Kelly is dedicated to building deep client relationships by providing personalized service and professional expertise. Kelly was previously a Client Support Specialist with SunTrust Bank’s Private Wealth Management Division where she spent 18 years.
Through a highly experienced team-based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.
Kelly studied at Virginia Commonwealth University with a concentration in Psychology. She is a notary public, and volunteers with FeedMore*. Kelly has previously served as a Court Appointed Special Advocate with Richmond CASA*.
*Raymond James is not affiliated with the above organizations.