Broker Check

 

Kelly Durham

Kelly Durham

Investment Executive

Kelly joined Tri-Star with over ten years of industry experience and diversified expertise in the client asset management and administrative functions critical to developing and maintaining a successful wealth management practice. Today she is responsible for developing and sustaining client relationships, conducting in-depth portfolio reviews, and updating portfolio allocations to reflect changes to clients' investment objectives.

Outside of work Kelly enjoys spending time with her husband and two dogs, reading, volunteering for Veteran's causes, and gardening.

Licenses

Kelly holds the FINRA Series 7, 66, and 31.