Kathy Kelly, CPA

Consultant,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Kathy Kelly is a consultant, relationship manager, based in Stockbridge, GA.

Kathy joined CAPTRUST’s Stockbridge, Georgia, office in 2021. In her role as a consultant, relationship manager, she oversees investment advisory, wealth management, and tax compliance relationships.

Prior to CAPTRUST, Kathy was with Stewardship Financial Advisors, a comprehensive financial services firm, where she served as the Controller for the company’s Pyke Family of Firms. She earned her Bachelor of Business Administration degree in accounting from Georgia State University and holds credentials as a Certified Public Accountant (CPA).

When she is not at the office, Kathy and her husband devote much of their free time to outdoor activities and to watching their three sons’ many sporting events.

Education

  • Bachelor of Business Administration degree in accounting from Georgia State University

Industry Designations

  • Certified Public Accountant

Memberships

  • Chairperson—Heritage Hills Baptist Church finance committee
  • Member—The Georgia Society of CPAs

Resources

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