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 and serving high net worth clients. Kelly is dedicated to building deep client relationships by providing superior 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 collaborative approach, the Quill Private Wealth team at Towne Wealth Management delivers 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.
*Raymond James is not affiliated with the above organizations.