Kelly Anderson
Office Manager & LPL Registered Sales Assistant
Kelly has worked with the advisors at David Wealth Management Group for 16 years. She is an LPL Financial registered sales associate and serves as our team’s Office Manager. Kelly oversees the daily operations of our firm and coordinates the support efforts of each of our Wealth Advisors. She is critical in assisting the team with identifying technology tools that help us elevate our processes and procedures.
She currently holds her FINRA series 7, and 66 registrations through LPL Financial and Stratos Wealth Partners. Kelly lives in Lexington with her daughter.