Rachael Kelly, CPFA®

Rachael Kelly is Senior Vice President and Chief of Staff to the Managing Partner, Corporate Strategy. She serves as a strategic partner and operational extension of executive leadership, driving alignment, execution, and efficiency across key corporate initiatives.

In her role, Rachael supports corporate client relationships, custodial partnerships, and firmwide strategic priorities. She plays a pivotal role in coordinating cross-functional efforts, facilitating communication, and ensuring consistent follow-through across the Corporate platform. With a strong background in executive operations and senior-level support, she brings structure and clarity to complex, fast-moving environments and is known for anticipating needs and managing competing priorities with precision and professionalism.

Rachael began her career in 2002 as a Wealth Management Client Associate, guiding families in planning and pursuing their financial goals. She later served as an Executive Relationship Manager, partnering with institutional clients to deliver financial wellness solutions. She holds a B.B.A. from the University of Georgia, along with FINRA Series 7 and Series 66 registrations and the Certified Plan Fiduciary Advisor (CPFA®) designation.

Outside of the office, Rachael is active in the Atlanta chapter of the Young Men’s Service League (YMSL), where she volunteers alongside her sons. She lives in Peachtree Corners, GA with her husband and two children.