Kelly Putnam is our Office Manager. Among her myriad of duties, she’s tasked with keeping Jon & Collin in line. Kelly keeps the place humming. She handles all the administration of the practice, from tracking checks and disbursements, helping clients with investment and confirmation statements, to event planning and scheduling. Her Operational duties include initiating and following up on account transfers and processing IRA distributions.
Kelly has extensive management experience and her knowledge and commitment to client service help make our practice a truly special place.
Kelly took a leap of faith in the fall of 2024. She and her adult daughter, Brooke, left their lives and careers in Kansas for their dream of the beach life. She lives in Bagdad and on the weekend, her happy place is on the water.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.