Our Team

Kelly Walker
Client Services Specialist

Kelly graduated from Florida Southern College earning a Bachelor of Science degree in Mathematics as well as Economics & Finance.  She graduated top of her class and earned the Most Outstanding Economics & Finance Major award.  During her time at Florida Southern, Kelly served as the Director of Operations of the Southern Ambassador program as well as a Mathematics Department Student Assistant and a Student Solutions Peer Scholar.  After establishing a Rotaract Club on campus, Kelly served as the President of the service club.  Kelly grew up in Naples and is a graduate of Naples High School where she was an All-State Scholar Athlete and the school’s Winged Foot Award winner.  Kelly interned at Naples Global Advisors before joining the firm full-time.  Kelly serves as a Client Services Specialist.