With over 26 years of dedicated service, Kelly Castle is an invaluable member of Paxara Wealth Partners. Kelly began her career in financial services in Kansas City, Missouri, before relocating to Florida where she has built a skill for operational excellence and exceptional client service.
Kelly's role at Paxara Wealth Partners is similar to that of a Chief Financial Officer. She oversees all operations, account management, and banking services, ensuring the seamless day-to-day functioning of the practice. Her responsibilities are both comprehensive and critical—she communicates regularly with clients and leads onboarding processes, retirement rollovers, deposits and withdrawals, required minimum distributions, and much more. Her meticulous attention to detail and commitment to efficiency ensure that all client requests are met swiftly and the business continues to run smoothly.
Kelly maintains her Series 7, 31, 63, and 65 securities licenses, making her a highly knowledgeable resource for clients. This extensive licensing allows her to provide informed guidance across a wide range of financial matters, supporting the team's ability to deliver comprehensive wealth management services. Her deep understanding of both the operational and regulatory aspects of wealth management, combined with more than two decades of experience, makes her an essential part of the client experience at Paxara Wealth Partners.
Kelly currently resides in Lake Wales, Florida, with her husband, Tim, and their dog, Roxy. Her longevity with the team is a testament to her dedication, expertise, and the strong relationships she has built with clients and colleagues alike over more than a quarter century of service.