Kelsey Swingle Robertson

Kelsey Swingle Robertson is a seasoned financial professional with extensive experience in commercial insurance and wealth management. Currently serving as a Commercial Insurance Advisor and Shareholder at Swingle Collins & Associates since 2013, Kelsey has also held roles as a Private Bank Contractor and Private Bank Analyst at J.P. Morgan, focusing on ultra-high net worth individuals and foundations. Kelsey began a career in financial counseling for military personnel with Serco, providing guidance to soldiers and their families during their transition from military service. Kelsey holds a Bachelor of Science degree in Finance from Wake Forest University, earned in 2009.