Kelly is a Vice President at 1919 Investment Counsel. In her role as a Client Advisor, Kelly works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals in order to develop and implement tailored solutions to meet their long-term wealth and investment objectives.

Outside of the office, Kelly is a member of the Delco Anglers and Conservationists.

Kelly entered the financial services industry in 1995. Prior to joining the firm in 2003, Kelly worked at Salomon Smith Barney, as a Registered Sales Associate, working with retail brokerage clients.

In her spare time, Kelly is an avid pickleball player and fly fisherwoman, and enjoys skiing, traveling, reading, and volunteering at her local animal shelter.

Kelly holds a B.S. in Business Management from West Chester University. She is a Certified Financial Planner® professional and a Certified Trust and Financial Advisor®.