Kelly P. Allen

With over 20 years of experience in the financial industry, Kelly is dedicated to delivering exceptional personal service and supporting the long-term financial well-being of every client. She assists clients with daily transactions, account maintenance, money transfers, trades, and a wide range of operational needs.

Kelly began her financial services career in 2002, swiftly earning her licenses and spending seven years at Merrill Lynch as a Senior Registered Client Service Associate. She then spent 15 years at Morgan Stanley, where she served as a Portfolio Associate, further deepening her expertise and client relationships. In May 2025, Kelly joined our team at Raymond James, bringing her wealth of experience and client-first approach to our practice.

She holds a Bachelor of Science in Finance from Fairleigh Dickinson University, where she graduated in 2001. During her time at FDU, Kelly was an athlete on the university’s softball team, earning First Team All-Conference honors three times. In recognition of her achievements, she was inducted into the FDU Softball Hall of Fame in 2017. She was also an active member of Alpha Kappa Psi, a co-ed business fraternity.

Kelly resides in Columbia, New Jersey, with her two children, Hannah and Sean. Outside of work, she enjoys spending quality time with her family and cheering on her kids at their athletic events.