Kelley is a private client advisor for Commerce Trust. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management.
She facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Prior to joining the Private Client Services group, Kelley worked in our Financial Advisory Services group preparing long-term financial projections and recommendations to help her clients achieve their goals and objectives.
Kelley attended Indiana University where she received her bachelor’s degree as well as Webster University where she received her masters of business administration degree. She holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Estate Planning Council. Kelley volunteers with Big Brothers Big Sisters.