The newest addition to the Sovereign Financial team, Kelly serves as the Client Service Specialist. With a long history in trust and investment banking as well as in financial services, her role is to assist our financial advisors and their clients with the administrative details of their accounts, scheduling, and event planning.
When she’s not working Kelly enjoys crafting wreaths, gardening and home projects, and loves to travel.
Originally from Georgia, Kelly and her husband, Chuck, have resided in Greenville, SC since 2011. They have three grown children, two grandchildren, and an elderly kitty named Maddy. They are active members of Greenville Community Church.