Emily Kelly

Client Services Coordinator

As the client services coordinator at SFG Wealth Advisors, Emily assists in handling clients' needs. This includes generating and processing investment paperwork, processing money movement, doing account maintenance items, preparing for client review meetings, and assisting our advisors and analyst with daily tasks.

She was born and raised in Buffalo, NY and now resides in Tampa, FL.  She holds a bachelor’s degree in health science from the University of South Florida.  She has experience in the insurance/financial industry from her time as a client specialist at a large insurance firm.

Emily enjoys nice weather, trying new restaurants, the Buffalo Bills, and hanging with her pups named Benny (Labradoodle) and Charlie (Bernedoodle).