Traci Kelly brings over 20 years of financial experience, along with the mindset that everyone deserves a financial advocate, one able to assist in managing risk while helping to facilitate a legacy. Traci has made a career out of seeing the pitfalls of the “conventional wisdom” that’s so often toted to clients, instead striving to provide clear and simplified solutions through holistic planning that takes each client’s unique situation into account. Her goal is to help clients to a greater state of financial confidence by teaching them how they can build, protect, and enjoy their wealth.
As a self-starter during the 2008 recession, Traci knows first-hand how important it is to be able to invest in yourself. She specializes in empowering entrepreneurs, women, and high-net-worth individuals to take control of their financial destinies. Traci’s planning strategies have made her a trusted contributor to numerous local media networks and publications, plus a guest speaker at various corporations, associations, and universities. Traci has a true passion for her work, and recognizes that all possessions, including money, belong to God - and should be managed responsibly for his purposes. She loves helping people to become, as Dave Ramsey puts it, "Outrageously Generous!"
*Insurance & Investment Licensed.
*Founder of Kelly Greene (2018).
*Former Vice President of Strategic Planning at JML Financial Group (2008).
*Life Underwriter Training Council Fellow (LUTCF).
*Co-host of Main Street Money radio show (2011-2014).
I plan for myself and my family - consistently & systematically - the same way I advise my clients.
When she’s not guiding her clients to a brighter financial future, she gives back to the community by participating in various non profit endeavors. Especially dear to her heart is empowering and developing the next generation. She created a financial literacy program for the Upward Bound children's organization.
In her spare time, Traci tries to keep up with her young son, Kody, who already has just as much energy as his mother. They are active in their Florida & New Jersey churches. Traci loves being active and can often be found on the beach at her home in Tampa, FL, practicing yoga, or escaping the summer heat to her hometown in New Jersey.