Associate Wealth Advisor
Kelly is a graduate of Virginia Tech where she earned a Bachelor’s of Science in Finance on the Certified Financial Planner™ Education Track, with a minor in Mathematics. While studying at Virginia Tech, Kelly was a member of the Financial Planning Association (FPA) Student Chapter, through which she was able to meet financial advisors from across the country and travel to a Registered Investment Advisor conference with one of her peers.
She joined the Arcadia team in July of 2019 after interning with the company the previous summer, and she is currently studying to take her CFP® Exam. She enjoys learning new things every day about financial planning and about how to better serve the new generation of millennials – her generation! – who are entering the workforce for the first time.
Kelly grew up in Smithtown, Long Island and currently resides there. Outside of work, she loves spending time with her family and close friends, going to the beach, photography, and learning to paint.