Kelly Jasper

Kelly began her career in the financial services industry in 1996 at a local bank working in the Internal Trust Division, where she served as the point of contact for all operational mutual fund transactions for individual, corporate and non-profit trust accounts. 

Over the course of the past 25 plus years, Kelly has worked in various roles in the financial services industry, specializing in operations.  It was during this time that she developed a niche in the financial services operations area, priding herself on the relationships she developed with clients and the satisfaction she took in the high level of service she provided. 

Prior to joining Academy Financial, Kelly worked for a national wealth management firm where she was the sole liaison for all client accounts.  She worked diligently with the advisor, back office personnel, mutual fund companies and insurance companies to assist with ongoing account servicing requirements, including but not limited to the transfer of assets and securities, cash transactions and the processing of all new business.  Kelly’s extensive knowledge of the processes pertaining to investment operations along with her organizational and client service skills allow her to provide a high level of service.

When not working, Kelly enjoys traveling and spending time with family and friends.  She and her son reside in Chester County.