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Porsha Kelly

Porsha Kelly

Client Services Associate

Life Motto:
“I figure if a girl wants to be a legend, she should go ahead and be one.”

Porsha Kelly joins TricCapital after working at LPL Financial, the largest independent Broker Dealer in the United States. At LPL she held several positions and completed her time there as a client services professional helping to manage over $1.5 billion in assets including life insurance and annuity policies. Prior to LPL, she was a financial crimes consultant at Wells Fargo.

Porsha brings her spirit and expertise to servicing client accounts as well as managing the day to day office operations of TriCapital Wealth Management.

She is currently studying for her series 7, 66, and 24 insurance licenses which will help her further serve our clients and contribute more and more each day to our team. She is also a NC notary public.

Porsha enjoys being outside as often as she can fishing, going to the beach, and playing ball especially with her three-year-old son, Milian. They live in Monroe, NC with their hairless cat Ernie.

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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

TRICAPITAL® is a Registered Trademark in the United States of America. 

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