Kelsey Swigart is the Branch Operations Manager of our Williamsburg office. With over nine years of finance-related experience, she handles a large variety of responsibilities - from organizing client data to improving office processes. She is a registered representative, holding Series 7 & 66 licenses with LPL Financial.
Kelsey excels at keeping office operations and client interactions running smoothly. Her specialty is building strong relationships, and she finds joy in getting to know each client personally and listening to their unique stories.
Kelsey grew up in Salt Lake where she attended the University of Utah, earning her Bachelor of Science in Psychology. She has lived in Hampton Roads since 2013. Kelsey is an enthusiastic dog mom of three, two boxers - Rey and Maeve & a sweet pitbull named Snarf. Outside of the office, she loves cooking, traveling whenever she has the opportunity, and spending quality time with friends.