Money Doesn’t Have to Be Complicated
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.