Lori M. Kelley AIF®
A lifelong resident of Oconee County, Lori began her career in banking in 1995. She worked in all areas of retail banking with BB&T (now Truist) until 2006 when she facilitated a new branch opening for Community First Bank. Lori remained with First Community Bank until 2010 when she transitioned to the role of Chief Operations Officer for Carolina Wealth Management Group of Voya Financial Advisors, Inc. During her tenure with Carolina Wealth Management, Lori completed her series 7 general securities exam and the series 63 uniform securities agent state law exam and the series 65 uniform investment advisor law exam. Lori also holds a South Carolina Insurance producer license. Lori also holds an Accredited Investment Fiduciary® (AIF®) Designation.
Lori graduated magna cum laude from Southern Wesleyan University earning a bachelor’s degree in business administration and graduated with her master’s degree summa cum laude from Clemson University.
She joined Crescent Financial in 2016 and became a partner of the firm in 2019. Lori current holds the functional role of Chief Compliance Officer for the practice.
Lori loves the mountains and spending time on the water — be it a river, lake, or ocean. She enjoys traveling and is a dedicated attending Clemson Football and Baseball games. Her family and friends are the center of her life.
