Liz Kelly

Client Services & Portfolio Administrator

Liz joined SIMA in September of 2022 as a Client Services and Portfolio Administrator supporting the Wealth Management and Retirement teams. She is committed to developing strong, trusting relationships, and providing superior service while helping clients meet their wealth management goals. Liz graduated from Saint Lawrence University in upstate New York with a degree in Economics and Mathematics and a minor in Applied Statistics and has over 17 years of experience in the Finance/Investment Advisory industry.
A native of Massachusetts, Liz has called Richmond home for over 6 years. While she misses her summers on Cape Cod, she does not miss the cold, snowy winters. She enjoys spending time with family and friends and getting to the beach as often as she can. Outside of work, Liz is an avid tennis player and can be found on the courts of Westwood.