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
Matthew Broom
Jan 14, 2022 11:32:17 AM
9
min read
Propel Your Wealth: What Got You Here, Can Get You There
You spent at least two decades (maybe even three) investing in your intellectual assets. You prioritized your life, planned the ...
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Nathaniel Maiwald
Dec 23, 2021 2:59:53 PM
< 1
min read
2021 Is Almost Over – But There’s Still Time for 5 Last-Minute Financial Moves
Don’t neglect your financial plans this holiday season. The end of the year is fast approaching so here are 5 tips to help you ...
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Christopher "Bud" Boland, CFP®
Dec 22, 2021 12:30:00 PM
< 1
min read
Check these things off your end-of-year finance to-do list
This holiday season don’t forget to also save for the future! Watch now to add these items to your financial to-do list and ...
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