About Kelly
Kelly is responsible for supporting the senior advisors in Focus Partners Wealth’s Santa Monica office and their advisory clients. She serves as their clients’ point of contact, championing the client relationship by responding to client inquiries; managing client communications, paperwork, and data; coordinating client meetings; and facilitating financial transactions. Kelly also acts as a team lead for several client service associates, helping to streamline processes, improve communications, create efficiencies, and provide learning opportunities for them.
In her spare time, Kelly enjoys going to the beach, traveling, cooking, and running. Additionally, she serves as an active volunteer for A Place Called Home, a nonprofit that provides programs in arts, education, and wellness for young people in South Central Los Angeles with the central goal of helping them improve their economic conditions and develop fulfilling lives.
Education and Professional Milestones
-8+ years of financial services experience, most notably at JP Morgan Securities
Kelly is responsible for supporting the senior advisors in Focus Partners Wealth’s Santa Monica office and their advisory clients. She serves as their clients’ point of contact, championing the client relationship by responding to client inquiries; managing client communications, paperwork, and data; coordinating client meetings; and facilitating financial transactions. Kelly also acts as a team lead for several client service associates, helping to streamline processes, improve communications, create efficiencies, and provide learning opportunities for them.
In her spare time, Kelly enjoys going to the beach, traveling, cooking, and running. Additionally, she serves as an active volunteer for A Place Called Home, a nonprofit that provides programs in arts, education, and wellness for young people in South Central Los Angeles with the central goal of helping them improve their economic conditions and develop fulfilling lives.
Education and Professional Milestones
-8+ years of financial services experience, most notably at JP Morgan Securities