financial paraplanner Kelly DeRoy wears a black dress while leaning on a brown leather armchair in an office Schedule time with us

Kelly DeRoy

FPQP™Senior Investment Operations Specialist

About Kelly

Kelly joined Welch Investments in 2011 and currently serves as Senior Investment Operations Specialist. Prior to joining the team, Kelly worked as a financial analyst for a local hospital.

Kelly received her Bachelor of Science degree from the University of Montevallo in 2008, and her Financial Paraplanner Qualified Professional designation in 2014. She enjoys analytical reporting and working to get client paperwork processed as quickly and efficiently as possible.
In her spare time, Kelly loves spending quality time with her family. She also enjoys reading, photography, and anything that allows her to tap into her creative ‘do-it-yourself’ side.

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