Kelly DeRoy

About Kelly

Kelly joined The Welch Group in 2011 and currently holds the position of Data & Analytics Manager and Compliance Specialist. Prior to this role, she managed trading and reporting for the firm and worked as a Senior Investment Operations Specialist within the Operations Team. In that capacity, her duties encompassed account processing, backup trading, and reporting tasks for both the Advisor Group and the 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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