Charlotte, NC 28203
Kelly provides holistic planning advice to client families, bringing more than 20 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 Managing Director of Client Service and a senior fiduciary advisor for Wilmington Trust in Boston. 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.