Wealth Plan Services Specialist
kpickett@sullivanandschlieman.com
Direct: 678-867-0506

Kelli, our Wealth Plan Services Specialist, began working with the team  in July of 2007.   Kelli graduated from The University of Georgia Terry College of Business May 2007 with a BBA in Economics and a minor in Spanish.

She holds Series 7, Series 66 registrations with LPL, and Life & Health, and Variable Products Insurance licenses. Kelli is also a CERTIFIED FUND SPECIALIST™. As our Wealth Plan Services Specialist, Kelli is responsible for research and portfolio construction, as well as aiding in wealth plan development for clients.

In her free time, Kelli enjoys snuggling up with her dog, Luwee, and filling her autumn weekends with NFL & SEC football. She also loves reading and traveling.