Kelly has 20 years of experience advising clients at firms including: Bear Stearns from 1993-1995, Morgan Stanley from 1995-1999, Citi Smith Barney (Morgan Stanley Smith Barney) from 1999-2009, RBC from 2009-2012 and starting her own financial services firm KR Wealth Management Group (KRWMG) with partner Hillary Higgins in 2012. She is FINRA registered holding Securities 24, 7, 66, 63 through LPL Financial and holds Life Insurance and Long-Term Care licensure. As a sought after speaker in the industry, Kelly has been quoted in Registered Rep Magazine, On Wall Street and other publications and has been recognized for excellence:
- Teaching Excellence Award at the SMU Cox School of Business (2008, 2009, 2010, 2011, 2012, 2013).
- TEXAS MONTHLY: Five Star Best in Client Satisfaction Wealth Managers for 2009, 2010, 2011, 2012, 2013
- D MAGAZINE: Best Wealth Managers and Financial Planners in Dallas 2010 & 2012
- Board Member Cancer Foundation for Life
- Panelist The Multi-Million Dollar Woman
- Women's Advisors forum Dallas 2012
Kelly and her husband Tony (SMU í92) live in Dallas with their 3 young children ages 7, 6 and 3. When she is not working, Kelly continues to lecture at the Business Leadership Center in the Cox School of Business at SMU, coaches soccer, volunteers for the Cancer Foundation for Life, Wipe Out Kids Cancer auxiliary, Junior League of Dallas, Pi Beta Phi sorority alumna, Nexus Women's Auxiliary, Episcopal School of Dallas and Saint Michaelís and All Angels Episcopal Church.
*Based on nominations received with a minimum of 5 years financial services experience, practice 3 years with the same company, $60 mil plus in assets under management, and in good standing with the Financial Industry Regulatory Authority and the Securities Exchange Commission. Inclusion in the The Best Wealth Manager list is not based on investment performance and is not indicative of the wealth manager's future performance.
**The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.