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Arminta McKelvey, Associate Advisor, moved down to Sarasota, Florida, from Asheville, North Carolina, in January 2020 to join our team initially as a Client Relations Manager. However, an avid learner, Arminta earned her Series 66 (held through LPL Financial and Walsh & Associates) and Series 7 (held through LPL Financial) licenses and was promoted to the role of Associate Advisor a mere two years after joining our firm.

With her prior experience in the finance industry and her Financial Paraplanner Qualified Professional (FPQP™) designation, Arminta immediately became a valuable team member, assisting our clients and wealth advisors with the Red Flag Audit®. She utilizes her strong organizational skills and researching prowess when some of our clients’ more complex financial strategies require a team approach. That said, you may never meet someone who is as equally bubbly as she is matter-of-fact!

In her free time, Arminta enjoys exploring Sarasota with her husband, Shawn, and two Siberian Huskies, Rajah (who loves the water) and Loki (who doesn’t). This “avid foodie” also likes sampling the local cuisine before attempting to recreate it in her own kitchen.

Check the background of this investment professional on FINRA's BrokerCheck.