Crystal Kelly, QAFP™

Insurance Advisor

Crystal began her career in the financial industry in 2007 when she was
introduced to the Private Capital Markets. Over a span of 14 years, she created
and executed strategic business development, sales and marketing initiatives that helped to raise over $100 million to fund the acquisition of assets for
investment funds in real estate land and development, fintech, REITs, mortgage and corporate bonds, media and recurring monthly revenue in the residential and commercial security industry.

In 2020, Crystal added to her education and area of expertise and became
Licensed in Insurance including Life insurance, Accident & Sickness
Insurance. Living benefits may include disability income protection, critical
illness and long-term care insurance coverages, as well as investments such as
annuities and segregated funds. Additionally, in 2022, she earned her
Qualified Associate Financial PlannerTM certification. Financial Planning has
become a passion for Crystal and she is currently a CFP Candidate.

Crystal joined the Evergreen Wealth Advisory team because they share the
same values and goal of helping every client achieve their financial dreams
with as little risk as possible. She recognizes the importance of looking at the
client’s whole picture and working with clients on a more holistic approach.

The key to developing meaningful, long term and rewarding relationships is
always putting the client’s needs first and remaining diligent in the pursuit of
customer service that is above and beyond expectations. Crystal strongly
believes that although Financial Planning can be complex, it does not need to
be complicated. Her focus is on identifying areas clients are at risk and implementing strategies to minimize or eliminate those risks combined with identifying areas of opportunity and implementing strategies to optimize client’s financial well being.

Her mission is to help everyday people and business owners design a customized road map to their goals. The road map gives clients confidence that they are on the right path to the most optimal financial position possible and peace of mind that they will get there safely.

Get Started By Contacting Our Specialized Wealth Advisory Team Today