Meet Kelly
Kelly is an Estate Planning Strategist who joined Mercer Advisors in 2025 after serving as Wealth Strategist at a wealth management firm and as Associate Attorney at a law firm. She is passionate about providing clients with accessible estate planning and incorporating it into a broader financial plan. Kelly earned a Juris Doctor degree from Charleston School of Law and a B.A. degree in political science from College of Charleston.
Her working style
Kelly approaches her work with a practical, approachable mindset and a strong focus on clarity. She focuses on making complex planning concepts accessible and understandable. Kelly helps guide clients through important decisions with confidence and ease.
Kelly in real life
What keeps you busy outside of work?
Most of my free time is spent with my dog, Gus, and with my family and friends. I also enjoy reading.
Why do you like working at Mercer Advisors?
I like working for Mercer Advisors because it offers a comprehensive approach for all of clients’ wealth management needs.
What’s one thing you are surprisingly good at?
That I can sew! My grandma taught me and now we sew quilts for all the new babies in the family.
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