Kelly Knight is the Director of Operations for Integrated WealthCare. She joined our team at the beginning of 2015. She has a strong background in banking and finance, as well as customer service. Prior to joining Integrated WealthCare, Kelly spent over six years in banking operations and a year in sales support operations for a large pharmaceutical technology firm.
Kelly is responsible for overseeing all operational aspects of the firm’s offices, including investment account and financial planning operations, client service standards, compliance and account maintenance. She is also responsible for internal workflow, developing operational standards of excellence, and oversight of administrative staff. Additionally, Kelly oversees the implementation of marketing initiatives, client website support, and data analysis.
Having opened her own business when she was nineteen, Kelly is inspired by the entrepreneurial spirit engrained in the Integrated WealthCare culture and is a natural part of the team. Kelly brings a proven attentional to detail, standard of excellence, and collaborative enthusiasm to the firm.
Kelly moved to North Carolina in 2008. She has been married to her husband Michael since 2007. They have one son and four rescue dogs. When Kelly is away from the office, she enjoys spending time with her family, running, dancing, supporting their local art community, and traveling to Ireland and Disney as often as possible.