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Post-Election Financial Planning Considerations
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Wealth Client Service
Kelly joined CAPTRUST in March of 2019. Based in Tampa, Florida, she manages the Wealth Client Management Consultants and Administrative associates in the Tampa office as well as the CMCs and Administrative associates in the Bethlehem, Pennsylvania offices. Though Kelly began her career in the life insurance industry, she quickly transitioned to the asset management world while serving as a producing Branch Manager for LPL Financial Services for 15 years. She sold her firm and accepted a position as Project Manager for the Denver, Colorado-based RIA, Curian Capital, before moving to the Tampa Bay area. She served as Operations Manager at the Raymond James Home Office in St. Petersburg prior to accepting her current position at CAPTRUST. Kelly earned her Bachelor of Arts degree from Eckerd College.