Kelly Davis
Registered Investment Operations and Trading Associate
Kelly Davis is a Registered Investment Operations and Trading Associate with a strong background in financial operations and client services. A graduate of the University of Kansas, Kelly brings a detail-oriented approach and a commitment to excellence in every aspect of her work.
Prior to joining Logic Wealth Strategies, Kelly held operational roles with LPL Financial and Waddell & Reed, where she strived to earn a reputation for her reliability, meticulous attention to detail, and commitment to client satisfaction. Financial acumen and strong organizational skills make her the perfect addition to the Logic Wealth Strategies team.
Outside of work, Kelly enjoys traveling and spending time with her husband and two children.