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Kelly Team

Executive Assistant and Client Relationship Manager

Kelly Team has more than 18 years of experience in financial operations and currently serves as Client Relationship Manager for Collegiate Financial Group. She graduated with a degree in Marketing and Management from the University of South Carolina and currently holds her Life and Health Insurance license.

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Kelly resides in West Columbia, South Carolina, with her husband, Ryan, and their son, Parker. In her free time, she enjoys spending time with friends and family, reading, listening to live music, and watching sports.

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Ready to learn more about our financial education programs or build your higher education advisor niche? We're here to help.

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Speak with our team today.

1-844-COLL-FIN

info@collegiateadvisornetwork.com

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Collegiate Financial Advisor Network

201 West Main Street, Suite C

Lexington, SC 29072

Collegiate Financial Advisor Network (CFAN) is an independent business and is not affiliated with Fortress Private Ledger, LLC or Fortress Financial Partners. CFAN provides marketing and business development support to independent financial advisors. No securities brokerage, investment advisory, or financial planning services are offered through CFAN or provided by Fortress Private Ledger, LLC in connection with CFAN's activities. Any such services are provided independently by participating financial advisors through their respective firms.

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