Kelli Davis

Kelli Davis, QKA, has extensive experience in client services and retirement plan administration, currently serving as Manager of Client Services at The Retirement Advantage, Inc. (TRA) since April 2018. Prior roles at TRA include Client Services Associate Manager, Plan Administration Team Leader, and Client Relationship Manager. Prior to TRA, Kelli worked at MassMutual as New Business Account Manager and at First Mercantile as Conversion Coordinator. Kelli's earlier experience includes financial analysis and retirement benefits analysis at Pinnacle Airlines Corp., as well as serving as Compliance Officer at Dyatech, LLC. Kelli holds a Bachelor of Business Administration in Business Administration and Management from Mississippi State University, earned between 1998 and 2020.