Kelley is a paraplanner/advisor assistant and joined Security Financial Management in February of 2022. She has been in the financial industry for over 16 years and had held the Series 7,9, 10 and 63 with experience at both Charles Schwab and Fidelity Investments. She currently holds the Financial Paraplanner Qualified Professional designation.
Kelley grew up in a small town near Boston, Massachusetts and moved to Orlando after graduating from Florida Southern College. She has lived in the Belle Isle area for over 15 years and enjoys spending time with friends and family.