Kaylee has been with the firm since 2021. She works directly with the advisors to build and maintain client relationships, while also assisting with many back-office functions and daily operations within the firm. She is a 2021 Magna Cum Laude graduate of Jacksonville State University and holds her Series 7 securities license. She currently resides in Birmingham and in her free time, she likes to read, exercise, and spend time outdoors or with family and friends.