Kelly Swaney

Client Associate

As a Client Associate, Kelly serves as a go-to resource and point of contact for clients, all the while executing deliverables, facilitating data management and coordinating new investments. She joined the firm in late 2017, bringing to bear two and half decades of industry experience garnered across various organizations, most recently American Funds.

A native of Virginia Beach, Kelly attended Tidewater Community College. She and her husband have five children, one grandchild and a cat. In her free time, Kelly enjoys spending time at the beach, camping and attending her kids’ sporting events.

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