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Kelly began working with Jonathan in October 2022 although their families have known each other for many years. With over a dozen years of experience as a paralegal at Bank of America, Kelly’s expertise spans from the Investment Banking legal department to the high-paced environment of the Structured Credit Products/derivatives group on the trading floor. This varied background equips her perfectly to support Jonathan and his clients across a range of needs, from corporate and business law to estate planning and administration.
Outside of work, Kelly’s world revolves around her family — her husband Vic, their four children and two grandchildren, and their beloved Brittany Spaniel, Lucky. Their youngest son, a junior in high school, keeps the family cheering with his involvement in varsity baseball and football. An active community volunteer, Kelly contributes to the PTO and Boy Scouts, never missing a chance to support her son’s athletic pursuits. Weekends are for family, filled with watching sports, lakeside relaxation at Lake James, and cherished getaways to DeBordieu.