kelly 150x200 4 11 17Kelli Pluta, RP®

Paraplanner

Kelli is the first point of contact for all client service needs. With a focus on accuracy and follow-through, she handles appointment scheduling, meeting preparation, account changes, as well as money movement to and from Raymond James accounts. Additionally, Kelli supports the financial planners with asset allocation updates and reports for portfolio reviews.

Education and Professional Credentials
  • Bachelor of Business Administration, Texas Christian University
  • Major in finance, minor in Spanish and Hispanic studies
  • Series 6, Series 63, Texas and Federal Insurance Licenses
Out of the Office

Kelli fills her weekends with live music and traveling. She enjoys being outdoors, hiking, and running with her fox red Labrador, Cheese.