Kelly Davis

Kelly Davis is a seasoned finance professional with extensive experience in supervisory and client-facing roles across several leading financial institutions. Currently serving as a Senior Supervisory Principal at LPL Financial since April 2021, Kelly previously held the position of High Net Worth Senior Associate at Vanguard, where skills in client education and relationship building were honed. Prior experience includes serving as a Regional Supervisory Consultant and Analyst at Fidelity Investments, where responsibilities encompassed risk analysis and reporting, as well as technical coaching in client services roles. Kelly's career began at Bank of America as a Bank Teller and included a stint as Co-Manager at Love Culture Inc. Educational background includes a Bachelor of Arts degree in Drama and Dramatics/Theatre Arts from the University of North Carolina Asheville. Achievements include being an Excellence in Action winner and a monthly call recognition award recipient.