Broker Check
Kelly Crockett

Kelly Crockett

Licensed Financial Planner

This is actually the second time around for Kelly!  She worked with Ray about twenty years ago, but went through three consecutive turbulent years – 2000 (tech sell-off), 2001 (September 11th) and 2002 (Enron and other corporate scandals).  Understandably concerned, she left the firm to begin a career in banking.  But, as of January 2022, she is back!  Kelly helps in all aspects of the planning process, meeting with clients and assisting Ray and Renee in the implementation of their financial plan.

A graduate of the University of West Georgia, she enjoys traveling with and creating lasting memorable experiences for her two daughters, Haley and Analise.  Plus, as a true health devotee, Kelly is a dedicated CrossFit enthusiast, and would likely beat Ray in an arm-wrestling match!