40 Under 40 Class of 2024

Ashley Kelly, 31


  • 40 Under 40
  • Class of 2024
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Ashley Kelly started her career in public relations, with a focus on event planning. But when that original career path brought her into the finance world, she realized she wanted a new plan for herself.

In the eight years since then, she’s earned her Series 7 and Series 66 registrations; Florida insurance licenses; annuity license; and Certified Financial Planner designation, while also rising to the role of vice president-wealth advisor at Clarity Wealth. She’s the lead advisor on a $384 million book of business, supporting 155 families, along with four team members.

Ashley Kelly with her dad and mentor Craig Kobza.
Photo by Mark Wemple

 

author

Beth Luberecki

Nokomis-based freelance writer Beth Luberecki, a Business Observer contributor, writes about business, travel and lifestyle topics for a variety of Florida and national publications. Her work has appeared in publications and on websites including Washington Post’s Express, USA Today, Florida Trend, FamilyVacationist.com and SmarterTravel.com. Learn more about her at BethLuberecki.com.