Kelly Gray

Kelly Gray possesses extensive experience in financial services, with a current role as Senior Manager of Account Services and Strategic Planning Analyst at Tritium Private Wealth Strategies, LLC since July 2019. Prior experience includes positions held at Lincoln Financial Advisors as a Paraplanner from May 2015 to July 2019, and at Creative Financial Group as a Planning Strategist and Paraplanner from September 2007 to May 2015. Notable responsibilities include case development, financial planning, and client management, alongside proficiency in utilizing eMoney for retirement and investment strategies. Earlier career roles also include a Proposal Specialist at Creative Financial Group and an Office Administrator at Prudential Fox and Roach Realtors. Educational credentials include a Bachelor of Arts in Communication Studies from Ursinus College, earned in 2004.