Kelly is a Principal in the Virginia office. She excels at building strong client relationships and is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associates in the Virginia office.
Prior to joining Cerity Partners, Kelly served as a Financial Advisor at FJY Financial. She initially joined FJY as an Associate Financial Advisor and served on both the firm’s Investment Committee and Financial Planning Committee. As a chair of FJY’s investment committee, Kelly performed research related to investment objectives and contributed towards the firm’s investment decision-making process and due diligence. Her role on the Financial Planning Committee focused on furthering the knowledge of the firm’s Financial Advisors and staying abreast of the issues that their clients were facing. Kelly also managed FJY’s internship program and was responsible for recruiting, training, and mentoring two students every summer.
Kelly is active in the Greater Reston Chamber of Commerce as Chair of the Young Professionals Committee and received their ACE award for Young Professional of the Year in 2021. She was named to the FPA NCA Board of Directors in 2018 and currently serves as President-Elect. Kelly received the Emerging Leader Award for FPA NCA in 2021. She was also named as one of Washingtonian magazine’s list of “Top Financial Advisors” in 2022. Her most recent accomplishment was graduating from Leadership Fairfax’s Emerging Leaders Institute, where she strengthened herself as a professional and community leader by enhancing skills in project management, conflict resolution and negotiation, communications and public speaking, community engagement and more.
Kelly was a cum laude graduate of William Paterson University and was a student member of the Financial Planning Association and President of the William Paterson FPA Student Chapter. During her senior year, she was awarded a TD Ameritrade Institutional NextGen Scholarship, which allowed her to visit the New York Stock Exchange and ring the closing bell. Kelly holds the Certified Financial Planner (CFP) designation.
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