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Erica Kelly

 
Erica "EK" Kelly

Partner
Vice President
Wealth Management Associate  
“We strive to be allies in your financial journey so you can recognize your full potential.”

Tenacious, Inquisitive, and outgoing, Erica joined The Sedoric Group in 2022 as a Wealth Management Associate after closely working with them for 4 years, initially helping to onboard them onto the Steward Partners platform. With a passion for organization, streamlined process, and execution, Erica welcomes the opportunity to expand her skillset with The Sedoric Group.

Before joining the group, Erica spent over 12 years in financial services; the majority in management. In her role as Senior Operations Manager, Erica enjoyed helping Steward Partners grow to over 13 billion dollars under management through spearheading operations and compliance initiatives, engaging recruits to transition their businesses, and onboarding new advisors and their clients. Before Steward, Erica was a Business Service Manager for the Boston Harbor Complex of Morgan Stanley, where she served as a resource to over 150 financial advisors and staff.

An early riser, Erica enjoys exercising, reading, and preparing for the day all before the sun is up! Erica resides in Brentwood with her husband James, their daughter Kenzie and their two mastiffs, Riggs and Leia.

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Check the background of this financial professional on FINRA's BrokerCheck