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

Kelly DeRoy

Analytics Manager, Trading & Reporting

About Kelly

Kelly joined The Welch Group in 2011 and currently serves as Analytics Manager, Trading & Reporting. Previously, she served as Senior Investment Operations Specialist on the firm's Operations Team, where she handled account processing, backup trading duties, and reporting for the firm's advisor group and operations team.

Kelly received her Bachelor of Science degree from the University of Montevallo in 2008, the Financial Paraplanner Qualified Professional designation in 2014, and the Registered Investment Advisor Representative designation in 2022. Kelly is married to her husband Jacob and has two beautiful daughters. When not at work, Kelly enjoys spending quality time with her family and friends, cooking and crafting.

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