Kelly Lee, MBA, CFP®, CEPA®

Managing Partner- Financial Planner

Kelly Lee believes a secure financial life begins with a foundation of attentive and thoughtful strategic planning. She approaches planning by taking the time to first listen and get to know a client’s lifelong goals, dreams and hopes for the future. Then she helps develop a realistic and comprehensive plan for providing trusted and ongoing guidance along the way to help enable clients to continue to more clearly define their objectives and build a dynamic plan that works toward making their dreams a reality.

Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional, and is dedicated to helping individuals and small business owners formulate their ideal lifestyle and fit together the pieces of their financial roadmap with long-term strategies. Working alongside team member Shane Gaddy, Managing Partner-Financial Planner, she employs an objective and comprehensive approach to addressing your needs, focusing only on the products and services most appropriate for seeking your goals. Before serving as a Financial Planner, Kelly was a Trust Officer with SunTrust Bank in the Corporate Trust department, and worked with a variety of corporate clients on their bond issuances as well as a Financial Consultant at Wells Fargo Advisors. She holds holds her Series 7 registration with LPL Financial and her Series 66 registration with IFG Advisory, LLC as well as life, health and variable insurance licenses. Kelly earned a bachelor’s degree in finance from the University of Georgia, where she graduated with honors. She also received a master’s degree in business administration from Georgia State University.

Born and raised in Gainesville, Kelly’s family instilled a love for community and the importance of giving back, which has followed her throughout her career. She has served as the board chair and campaign chair for the Hall County United Way; president of the board of Gateway Domestic Violence Center; and serves as the current president of the Gainesville Kiwanis Club. In addition, she has served on the board of the Northeast Georgia History Center, Challenged Child and Friends and the Greater Hall Chamber of Commerce. In 2012, Kelly was honored by the Gainesville Jaycees as the Young Woman of the Year, in recognition of her dedication and leadership in the community. She was featured in Moxie Magazine, published by the Gainesville Times in 2016 as well as was a 2016 participant of Leadership Georgia. A member of First Baptist Church of Gainesville, Kelly lives in Gainesville with her husband, Morgan, and daughters, Caroline and Isabel.

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