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Kelsey E. Wagner

Kelsey E. Wagner

Client Relations Coordinator

Over the years, Kelsey has spent her summers interning at our firm. Because of this experience, she made the decision to join the firm officially in May 2017. She comes to us armed with interpersonal skills, initiative, and a bachelor’s degree in Entrepreneurship and Family Business from Auburn University’s College of Business. In 2019, she passed her General Securities Representative Examination (Series 7). As a Registered Representative, her focus is investment account maintenance including functions such as setting up accounts, processing distributions, initiating transfers, and updating client records. Another aspect of her role is working alongside Cathy, gaining insight into conducting client reviews through the preparation of organizing and inputting portfolio review data. In her free time, Kelsey enjoys spending time with her family and trying out new recipes. Born and raised in Dunedin, Florida, she loves to spend time with her dog, Indy, at the beach.

Series 7 Registered