Kelly M. Baker
LPL Registered Associate
Kelly joined Francis Investment Consulting Group, Inc. in December 2020. She has a background in sales and client management, having worked for SoCo Creamery and Talmi Entertainment in the Berkshires for the previous 5 years. She has a BA from Johns Hopkins University in Psychology and Earth and Planetary Sciences and was a 4 year Varsity Soccer Player.
She is responsible for all of the operational aspects of the business including but not limited to client support, money transfers, check requests, auditing of trades and deposits. Kelly also holds her Series 7 and Series 66 Securities Registrations, with LPL Financial.
In Kelly’s free time, she can be found playing in local soccer leagues, snowboarding, running or reading. Kelly resides in Pittsfield with her husband Patrick and their two dogs.