Kelly is a registered sales assistant with David Wealth Management Group and a strategic resource of the Freitas Wealth Management Group. Kelly brings over 16 years of invaluable experience in the investment industry. As a key member of the team, Kelly is dedicated to providing excellent service to clientele, ensuring their needs are met with utmost professionalism and care.

Kelly’s career in the financial industry began in 2007 with A.G. Edwards, a predecessor firm to Wells Fargo Advisors. Through her years of experience, she has developed a deep understanding of the industry and a passion for delivering exceptional client support.

As an LPL Financial registered sales assistant, Kelly holds her FINRA Series 7 registration through LPL
Financial and Series 66 registrations through both LPL and Stratos Wealth Partners. This comprehensive
knowledge and licensing allow her to effectively navigate the complexities of the financial landscape and
provide valuable assistance to clients.

Kelly resides in Lexington with her daughter, Jaylyn, and embraces the community as her home. Outside
of her professional endeavors, she finds joy in spending quality time with her daughter, and creating lasting
memories together. Her dedication to her family and commitment to excellence is evident in all
aspects of her life.

As a trusted member of the David Wealth Management Group and partner of ours, Kelly contributes her
expertise and customer-centric approach to providing exceptional service to clients. With her extensive
experience and dedication to client success, she plays a crucial role in supporting the team’s mission of
delivering personalized financial solutions.

Licenses

• Series 7 – General Securities License
• Series 66 – Uniform Securities Agent License