Kelley Emery joined the firm in early 2024 and brings a wealth of experience to her role supporting the clients of Charlie Fitzgerald, Derrick Chandler, Brad Brescia, and Tommy Lucas. She manages a broad range of account services, including new account setup, transfers, 401(k) rollovers, beneficiary updates, estate processing, and account title changes. Kelley also partners closely with the advisory team to oversee clients’ ongoing cash flow needs and ensure timely, accurate service. With a collaborative approach, she works together with fellow Client Service Managers and firm partners to deliver a seamless and exceptional client experience. Kelley earned her Bachelor of Science in Psychology from Florida Southern College and brings more than 18 years of expertise in the financial planning industry.

 Direct Contact Information

Phone: 407-869-6228 ext. 106
Email: kelley@moisandfitzgerald.com