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Susan Kelly, Financial Advisor, The Twenty7 North Group at Morgan Stanley

“Reinvention, that wonderful feeling when you’re going to make it after all.”

Presented by The Twenty7 North Group at Morgan Stanley August 31, 2020

Susan, a Chicago native, graduated from Western Illinois University with honors in 1977 and started her career in the corporate world. In 2005 Susan and her husband Victor moved to Sarasota, Florida. As a Client Specialist, Susan earned her series 7 and 66 and soon became a Client Specialist Supervisor for two branches at another financial company. In 2018, Susan was recruited by The Twenty7 North Group at Morgan Stanley and became a Financial Advisor. Since Susan has worked both sides of the client experience, her No. 1 goal is that of total client satisfaction.

Susan has three beautiful children, three grandchildren and one Garfield cat by the name of “Chowder”. In her spare time, Susan is a proud member of the Sarasota Southside Rotary Club and a passionate Cycle instructor with the YMCA. Susan grew up with heroes like Mary Tyler Moore and Lucille Ball but has found her closest heroes of today, her strong, supportive female friends. 

ACHIEVEMENTS

  • One of five employees from a major corporation to be honored for achievements on behalf of Lighthouse for the Blind.
  • Spearheaded team for first Braille manuals for cell phones.
  • Spearheaded team for first “hearing-aid” compatible cell phone.
  • Invited into the Pacesetters Club at Morgan Stanley 2020. 

The Twenty7 North Group at Morgan Stanley
2 N. TAMIAMI TRAIL, SUITE 1100, SARASOTA, FL 34236
(941) 363-8518

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