Kelly Gaitens, MBA, MST​

Wealth Advisor

Kelly provides holistic planning advice to client families, bringing more than 15 years of fiduciary administration and tax expertise to help families shape plans that meet their lifestyle, generational, and legacy objectives. Prior to joining Biltmore Family Office, Kelly served as a Managing Director of Client Service and as a senior fiduciary advisor for a Delaware based trust company.  Kelly began her career working in law firms specializing in estate and trust administration and individual, estate, and fiduciary taxes.  Originally from Pittsburgh, Kelly graduated from Carnegie Mellon University with a Bachelor of Science degree in Industrial Management and earned her Master of Business Administration degree and  Master of Science degree in Taxation from Suffolk University.

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North Carolina Office

 

6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211

704.248.5230

Florida Office

 

5728 Major Boulevard, Suite 611

Orlando, FL 32819

407.308.3287

©2019 Biltmore Family Office