Evershore Financial Group
Kelly Morris is an experienced Accounting and Office Manager at Evershore Financial Group since October 2008, overseeing all office functions for a regional financial services firm with four locations in South Florida and managing a team of five. Prior to this role, Kelly served as the Accounting and Executive Assistant to the General Agent/Sales Manager at John Hancock Financial Network from June 2001 to October 2008, where responsibilities included payroll management and scheduling. Earlier, from August 1998 to June 2001, Kelly was the Executive Assistant to the CEO at Mobile Computer Training, handling various administrative tasks, including the preparation of training materials and travel arrangements. Kelly attended LSU Shreveport from 1983 to 1984.
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Evershore Financial Group
Evershore Financial Group is a full-service financial firm offering a variety of products and services from some of the strongest and most respected companies in the industry. Under the leadership of Robert D. Barboni, CFP®, Evershore specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. We're everything you want your financial services company to be. Since our founding, we have been recognized as a leader: • Florida Trend Best Companies to Work For - 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2019 • Orlando Business Journal Best Places to Work - 2011, 2013, 2014, 2015 • Orlando Sentinel Top 100 Companies for Working Families - 2014, 2015, 2017, 2018 • Securian Financial Services Diamond New Firm of the Year - 2010 • Securian Financial Services New Organization Excellence - 2012, 2013,2014, 2019 • Securian Financial Services Protecting Hopes & Dreams - 2012, 2013 Certain individuals associated with are registered with Evershore Financial Group and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.