With the knowledge that comes with more than 5 years of experience in the financial services industry, Katie Kelly helps investors navigate the broad landscape of investment options with personalized service and a deep commitment to their financial well-being.
From financial planning to comprehensive portfolio review, Katie’s focus is solely on providing value and benefit to you. She works hard to help you pursue your financial goals while thoughtfully balancing portfolio risk through diversification and asset allocation.
At Raymond James, Katie has access to the financial guidance and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, Katie answers promptly, completely and truthfully. Also, Katie provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Katie joined Raymond James after over four years with Verdence Capital Advisors. Katie earned her bachelor's degree from Virginia Tech and completed her MBA in Finance at Loyola University in 2025. She has obtained her Chartered Retirement Planning Counselor (CRPC®) designation and is currently pursuing her Certified Financial planning (CFP®) certification. Katie currently holds Series 7, 65, 63, and SIE licenses.
Outside the office, Katie enjoys spending time at the beach with family and friends, skiing, and cheering on Baltimore sports.
