Kelsey Traylor
Relationship Manager
Kelsey joined the CI Brightworth 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
Jalen P. Randolph, CFP®, MBA
Aug 3, 2022 4:59:57 PM
6
min read
Dialing in Your Savings Rate
How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I recently met a good friend from college for ...
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Mike Quinlan
Aug 3, 2022 1:46:50 PM
2
min read
TBOTA Recent Events: Race Cars and Success Stories
Over the last several weeks, The TBOTA team hosted two very successful events for clients, prospects, and advisors. The events ...
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Brett Covert J.D., CFP®
Jul 22, 2022 9:08:09 AM
5
min read
Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future
When a dentist decides to sell their practice, they often have a team of advisors to help them make important decisions. These ...
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