Kelly has 28 years of experience advising clients:
Perkins Wealth Management – Managing Director (2012-Current)
RBC – SVP, Board Member Women’s Association of Financial Consultants (2009-2012)
Citi/Morgan Stanley Smith Barney – SVP, Regional 401(k) and Annuity Specialist (1999-2009)
Morgan Stanley – AVP, managing Training Partner (1995-1999)
Bear Stearns – Vice President (1993 – 1995)
Kelly holds Series 7, 31, 63, 66 and insurance licenses through LPL Financial
University of Alabama and The University of Texas at Austin