Kelly joined the Compton Wealth team in 2021, bringing over a decade of wealth management experience from positions held at large financial services firms. She began her career in 2008, after graduating Magna Cum Laude from Furman University with a Bachelor of Arts in Economics. While earning her CERTIFIED FINANCIAL PLANNERTM certification through the College of Charleston, Kelly discovered her passion for financial planning. At Compton Wealth, she partners with clients to craft custom plans to achieve their financial goals and help them navigate those inevitable changes along the way.
Kelly relocated to Virginia Beach from Charlotte, NC with her husband and two young children. As a Charleston, SC native, she is thrilled to be back on the coast. She enjoys reading, travel, and exploring outdoors with her family.
Certifications & Licenses: CERTIFIED FINANCIAL PLANNERTM professional, Certified Trust and Fiduciary (CTFA) certification, Series 66 Securities License.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.