Kelly Meade

Client Advisor

Kelly began her career working with an estate planning attorney and has worked in the financial industry for more than twenty years. She is proud to say that she has worked with the same clients and colleagues throughout her twenty-year tenure. She attributes her long-standing relationships with getting to know each client personally and creating a rapport that goes well beyond money management.

Kelly is a graduate of Campbell University’s Southeastern Trust School and focuses primarily on assisting clients with their philanthropic and personal trust needs.

Kelly and her husband John have two children, Tucker and Maggie. In addition to family time, she enjoys reading, live music, and cheering on her beloved Kentucky Wildcats.