Financial Advisory Supervisor
Kelly began her career in financial services in 2012 after studying Finance at McMurry University in Abilene. With more than a decade of experience, including roles at Merrill Lynch and within private equity, she has developed a strong foundation in financial management and an interest in helping others better understand and use their finances. Kelly is dedicated to supporting advisors in their professional growth, with a focus on providing resources and structure that help advisors serve clients effectively. Her commitment to thoughtful guidance, operational excellence, and a client-centered approach makes her a valued member of our GDS team.
Coming from a military family, Kelly spent her early childhood moving frequently before eventually returning to and settling in Abilene, Texas. She relocated to Dallas three years ago and has embraced many aspects of the city, from outdoor running along the Katy Trail and White Rock Lake to attending performances at the Dallas Symphony Orchestra. Kelly is active in her church community and has spent years teaching in children’s ministry. She also founded a nonprofit dedicated to supporting first-year military members as they navigate times of transition. Outside of her community involvement, Kelly enjoys tennis, golf, and spending time with her dog, Scarlett.
Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this page should be construed as personalized investment advice or a guarantee of performance. For information about GDS’s services, professional designations, and important disclosures, please visit gdswealth.com/disclosures.