Kelsey is a Client Service Associate at NewEdge, where she is responsible for client onboarding, asset transfers, money movements, and a broad range of client service functions. She ensures each engagement is executed with precision and efficiency and is committed to building lasting relationships founded on trust and attention to detail.
Prior to joining NewEdge, Kelsey served as a Wealth Management Client Associate at Merrill Lynch. She currently holds her SIE and Series 7 licenses.
A proud Florida native from Hobe Sound, Kelsey now resides in Delray Beach, where she enjoys spending time at the beach and staying active outdoors.