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Kelly Holleran headshotFormer Marketing Director Kelly Holleran returned to her “favorite employer” (her words) in December 2020 to take on a new role—and a new career path—as Client Relationship Manager in our Sarasota, Florida office.

A Sarasota native, Kelly earned her B.S. in Advertising from the University of Florida. She joined Walsh & Associates from 2015 to 2018 before accepting a role at a marketing firm that offered more growth within her field of study.

But a couple years later, marketing was no longer filling her cup, and Kelly decided it was time to pivot. Her experience crafting marketing plans for a diverse set of industries (everything from water bottle manufacturing to affiliate marketing) has honed her ability to pick up on new topics quickly and communicate them effectively. Kelly holds the Financial Paraplanner Qualified Professional (FPQP™) designation and looks forward to using her project management, marketing, and client relations experience to assist our clients.

When not studying finance, Kelly is cooking, eating, and spending time with her two cats—one chunky, one skinny, both “purrfect.”