Kelby leads the Transitions team at TradePMR, where she oversees a group of experienced Transition Consultants dedicated to helping Registered Investment Advisors (RIAs) migrate their businesses to TradePMR’s platform. Her team works to ensure every aspect of the transition process is executed with care, precision, and efficiency, providing the tools and support designed for RIAs to thrive. Each Transition Consultant is committed to making business transitions as smooth and stress-free as possible, allowing advisors to focus on what matters most — serving their clients.
Since joining TradePMR in early 2015, Kelby has contributed to multiple areas of the company, including the Accounts, Transfers, and Advisor Services teams. This diverse experience has provided her with a comprehensive understanding of TradePMR’s operations and a deep appreciation for the needs of advisors, bringing a unique perspective to her current role as Transitions Manager.
Kelby finds great fulfillment in helping advisors navigate the critical decision of transitioning to a new platform. Seeing the success of RIAs at TradePMR, and knowing her team played a part in that success, is the most rewarding aspect of her work.
Based in Gainesville, Florida, Kelby enjoys cheering on the Gators, practicing calligraphy, and exploring new destinations with her husband and their dog, Bryer.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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