Kelsey Kennedy is an associate wealth advisor with Kraft Asset Management, LLC (KAM). She assists KAM wealth advisors and associate advisors with the management of client relationships and portfolios.

Her responsibilities include setting up and maintaining client accounts and communicating with clients. She also helps monitor client activity, cash needs reports, tax information, and any applicable alerts or deadlines for clients’ asset flows, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

In addition, Kelsey serves as the team’s primary liaison with the Buckingham Strategic Partners’ operational support group. She also handles the administration of KAM’s client portal and mobile application.

Kelsey works closely with KAM’s chief compliance officer to help ensure company policies, procedures, products, services, and marketing materials are up-to-date and in compliance with regulatory requirements.

Prior to joining Kraft in 2020, Kelsey gained five years of experience as a registered administrative assistant for two financial advisory firms in Georgia.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 66 License

Previous Certification
Financial Industry Regulatory Authority (FINRA) Series 7 License

Education

BS in Marketing and Management, Berry College