San Antonio Headshots 0001 Kelly

Kelly Winfrey


As a Relationship Manager, Kelly brings a thoughtful, detailed approach for assisting in the servicing needs for individuals and families. She works closely with the Director of Operations, Managing Director and Wealth Advisers/Wealth Managers to provide practical solutions and helps clients live their one best financial life. She is passionate about giving clients a positive experience. ​

Kelly was born in Texas and raised in Colorado. There, she attended Fort Lewis college---mainly to ski. She has worked in the financial industry for several big and small firms, accumulating more than 30 years of experience.

For Kelly, her family and faith are the center of her life. She enjoys serving at her church, and being a mentor to women. On the weekends you can find Kelly taking long walks with her husband and dog Sadie, or spending time scrapbooking with friends.