Kelly joined Beaird Harris the summer of 2021 as part of the Operations team. She provides assistance with client onboarding, maintenance requests, and works as a liaison with our financial custodians. Prior to joining Beaird Harris, Kelly spent over a decade with Fidelity Investments in a variety of roles. Her primary focus was her partnership with her advisors to assist with their clients wealth planning needs while delivering a high level of service.
Kelly grew up in Indiana where she played college basketball and majored in Business Marketing and Management. She enjoys spending time with family and friends, traveling, and practicing yoga.