Kelsey Traylor
Relationship Manager
Kelsey joined the McGill Advisors team bringing 15 years of financial service experience. She is passionate about creating and developing long-lasting relationships with clients. Her goal is to deliver a first-class client experience. Kelsey is originally from Mississippi and, with a couple of moves, she landed in Charlotte and loves it. While out of the office, Kelsey enjoys time outdoors, gardening, and spending time with her Rottweiler, Olof!
OUR RECENT BLOG POSTS
Jason Cross, J.D., CFP®, CTFA
Apr 26, 2022 2:58:29 PM
5
min read
Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves
After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year for many medical professionals. I’ve ...
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Taj Jones
Apr 21, 2022 5:11:09 PM
3
min read
You’ve finally achieved a high income, but inflation is on the rise
How investing can help you fight inflation. You’re finally making decent money, but with year-over-year inflation rates ...
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Ryan Halpern, CPA, CFP®, PFS
Apr 18, 2022 2:03:56 PM
5
min read
Planning to Retire in 3 Years? Here’s What Senior-Level Executives Need to Do Now
One of my new clients plans to retire in three years following a successful 30-year career in corporate America. Most of her ...
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