Senior Wealth Advisor
Traci Kelly brings over 20 years of experience in the financial industry to Smallwood Wealth Management. She believes that everyone deserves a financial advocate, one able to assist in managing risk while helping to facilitate a legacy. Traci strives to provide clear and simplified solutions through holistic planning that takes each client’s unique situation into account. Her goal is to help clients to a greater state of financial confidence by teaching them how they can build, protect, and enjoy their wealth.
As a self-starter during the 2008 recession, Traci knows first-hand how important it is to be able to invest in yourself. She specializes in empowering entrepreneurs, women, and high-net-worth individuals to take control of their financial destinies. Traci is a trusted contributor to numerous local media networks and publications, and a speaker at various corporations, associations, and universities. Traci is known for having a true passion for her work!
- Series 6, Series 63, and Series 65 Licensed.
- Founder of Kelly Greene (2018).
- Former Vice President of Strategic Planning at JML Financial Group (2008).
- Life Underwriter Training Council Fellow (LUTCF).
- Co-host of Main Street Money radio show (2011-2014).
When she’s not guiding her clients to a brighter financial future, she gives back to the community by participating in various nonprofit organizations. In her spare time, Traci tries to keep up with her young son, Kody, who already has just as much energy as his mother. Traci loves being active and can often be found on the beach at her part-time home in Tampa, FL, practicing yoga, or planning her next trip to Paris.