Senior Client Services Coordinator
Kelly joined LongView Wealth Management in 2008. She has been Michael Lipsey’s associate for 20 years, currently holding the title Senior Client Services Coordinator for his practice. She is an integral part of Michael’s business and loves seeing when a client achieves their financial goals.
Kelly graduated from Southern College with a Bachelor’s degree in Social Work and currently holds the Series 6 and 63 Securities Licenses.
A native of Atlanta, Kelly enjoys traveling, reading, and spending time with friends and family.