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Money Doesn’t Have to Be Complicated

Meet Kelly

 

Kelly graduated from University of Massachusetts at Amherst with a degree in Finance and minor in Economics. She started her career in New York City working in several finance roles (Financial Analyst, SEC Reporting Associate, Accountant & Project Manager). After moving to Pennsylvania, she worked at Vanguard as a customer service representative assisting clients with opening accounts, rollovers and transferring assets from outside institutions.

Kelly joined Carson Wealth in November 2022 as an Operations Associate.  She has a true passion for helping advisors pursue financial success for their clients.  She prides herself on providing high-quality service and developing client relationships. She has an outgoing, friendly and upbeat personality and always willing to help others. 

She now resides in Furlong with her husband and two boys.  

 

 

Passions: 

Spending time with her family, hiking, working out and fine dining

Favorite Vacation:

Hilton Head

Favorite Food:

Italian and anything spicy

Favorite Quote:

“Never lose your childish innocence. It’s the most important thing.”

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.