Stephanie Kelly

Stephanie Kelly is an Associate Vice President of Investments at SKA Wealth Strategies, Raymond James & Associates, with a focus on financial planning and investment management. She studied Psychology at the University of Oregon and received her MSW in Social Work from Portland State University. Stephanie's career began as a Program Coordinator for the Behavioral Support Specialist Program at the Center for Family Development. She then became a Financial Advisor at A.G. Edwards & Sons and later joined Morgan Stanley, where she worked as a financial advisor for The Saunders-Kelly Group. Now at SKA Wealth Strategies, Stephanie's practice centers on helping women navigate life transitions, such as divorce, career changes or exiting a business. She provides comprehensive plans that go beyond investments and money management. Along with her team, Stephanie collaborates with other professional advisors to prioritize and implement all aspects of her clients' plans. She is also keen on helping her clients with financial planning, stock option planning, retirement planning, tax and cash flow management strategies, philanthropy, donor advised funds, life, long-term care and disability insurance planning, and more. You can visit www.skawealth.com or email Stephanie.kelly@raymondjames.com to schedule a meeting.