Immediate Past Chair
Senior Vice President and Financial Advisor,
Kelly is a Senior Vice President and Family Wealth Adviser for Morgan Stanley. She has been in the financial services industry since 2002, joining Morgan Stanley in 2012. A graduate of Brigham Young University, Kelly returned to her home town of Modesto where she has been a member of multiple organizations including Modesto Rotary and the Modesto Symphony Board of Directors. She lives with her wife Alicia, and daughters Kate and Quinn.
Kelly is an ALF Great Valley Class V Senior Fellow.