Kelly M. Nachman

Client Service Assistant, RJFS
Towne Wealth Management

Phone: 804.939.6521
Email: kelly.nachman@raymondjames.com
800 East Canal Street, Suite 700
Richmond, VA 23219

Kelly is a Client Service Associate at Towne Wealth Management where she assists in serving the comprehensive wealth management needs of high net worth families including owners of privately held companies and families with multi-generational wealth. Kelly offers clients over 20 years of financial services experience including over 18 years in serving high net worth clients. Kelly is dedicated to building deep client relationships by providing superior personalized service and professional expertise. Kelly was previously a Client Support Specialist with SunTrust Bank’s Private Wealth Management Division where she spent 18 years.

Through a highly experienced team based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.

Kelly studied at Virginia Commonwealth University with a concentration in Psychology. She is a notary public, and volunteers with FeedMore. Kelly also serves as a Court Appointed Special Advocate with Richmond CASA.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
SunTrust Bank, Private Wealth Management Division 1998 – 2016
Signet Bank 1996 – 1997

Education

School Name: Virginia Commonwealth University

Organizations and Affiliations

Notary Public
Richmond CASA, Volunteer
FeedMore, Volunteer

The above organizations/charitable causes and notary services are not affiliated with Raymond James.