KELSEY D. PLUMMER, CFP®, AAMS®
Partner, PWS
Financial Advisor, RJFS
Kelsey has been helping clients plan for their future since 2011. She started her career as an intern at Pursuit Wealth Strategies and became a partner of the practice in 2014.
After graduating magna cum laude from Furman University, Kelsey knew almost immediately that being a financial advisor was what she wanted to do. Serving her clients with care and integrity are her main priorities. What excites her the most is being able to make a difference in someone’s life and helping them achieve their goals when they thought it wasn’t possible. She is committed to listening to what matters most in people’s lives and learning what values and goals they hold dear. She has a talent for building portfolios and figuring out what is right for the client. Strategizing and problem solving are only a few of her strengths.
Kelsey obtained her AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALIST™ certification in 2012 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2014. Kelsey is also licensed in Life, Health, Disability and Long-Term Care Insurance.
When Kelsey is not hard at work her two young children, Jonah and Leah, keep her and husband, Jared, very busy. Having grown up in Raleigh has given Kelsey the opportunity to stay connected with her community. She and her family actively volunteer with their church, Providence. She also enjoys staying connected and supporting her high school alma mater, Trinity Academy of Raleigh.
