With more than a decade of experience providing wealth strategies to high-net-worth clients, Kelia’s goal for her clients is to help them retire with financial security and lead a comfortable and predictable lifestyle. With the resources of Alex. Brown, a division of Raymond James behind her, as her client, you can rely on her to deliver on all aspects of financial services with exceptional quality and distinction.

Conscientious and focused, Kelia has always had an interest in the stock market. Her father introduced her to his client advisor, which sparked a lifelong passion for the industry. She is committed to remaining current on new tax law information, wealth strategies and investment knowledge so she can provide the highest quality financial assistance.

Prior to joining Alex. Brown, a division of Raymond James in 2016, Kelia gained valuable financial industry experience at such firms as Morgan Stanley and Deutsche Bank.

Originally from Wilkesboro, North Carolina, Kelia now splits her time between her farm in Lewisville and a condo in downtown Winston-Salem. Very active in her community, Kelia has served as a board member of the Mental Health Association, and in 2016 the Triad Business Journal named her one of the top women in business. Other memberships reflect her personal interests: Kelia is a member of the North American Truffle Growers’ Association and the North Carolina Winegrowers Association. She is currently sole owner of Patria Vineyard and has her own blended brand of white wine.