Kathy Kelly, CPA

Kathy Kelly, CPA

Consultant,
Relationship Manager

  • Stockbridge, GA
  • The Bible
  • After the members of my own family, including my wonderful grandparents who have passed away, Warren Buffet, and Brian Johnson
  • Be where you are. | Do what you can, with what you have, where you are. | If you're not dead, you're not done [growing].
  • Integrity, a positive outlook, and grit

Advisor Group

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

News & Resources

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