Kelly is a Senior Client Service Associate, working primarily out of our Cherry Hill office. As a Certified Financial Paraplanner Qualified Professional (FPQP), she is a key support member of the financial planning team. Kelly works closely with RTD’s Financial Planners to build positive relationships with her clients. Her responsibilities include opening new accounts, transferring existing accounts, cash requests and account maintenance as needed.
Kelly enjoys working with the team to form lasting relationships with her clients, through developing an understanding of their goals and supporting their ongoing needs. Recently, Kelly become co-chair of RTD’s Fun Committee to bring her positive outlook and zest for life to planning upcoming internal events.
A Philadelphia native, Kelly now resides in Marlton, NJ with her husband Joe. They have three sons, one daughter and two rescue dogs. She has always been active with her children’s athletic and extra-curricular activities while also volunteering her time with local animal rescues. Kelly and her family are lifelong Philadelphia sports fans and enjoy watching games together. She loves attending parades, (especially The Mummers), her favorite holiday is Halloween and she enjoys spending time with her family and friends at the Jersey Shore.
Getting to know Kelly
What do you love most about working at RTD?
Everyone has made me feel like part of the RTD family from day one. We all work together as a team.
What makes you good at what you do?
I am outgoing and enjoy working with people. I take pride in my work and pay great attention to detail.
What’s the best piece of advice you’ve received?
Take the time to look around and appreciate everything that you have and remember to always help others. I saw a quote a few years ago that reminded me of this.
“As you grow older you will discover that you have two hands. One for helping yourself, the other for helping others.”
What’s the most exciting vacation you’ve taken?
When I was 20 years old, my parents, brother, and boyfriend (now husband) went on Disney’s Big Red Boat along with 20 of our family members. It was the first vacation my immediate family went on. We spent 3 days cruising to the Bahamas, and 4 days in the Disney parks. It was 7 days of celebrating and a lot of laughs.