Kelley Johns was born and raised in Thunder Bay, Ontario. She ventured out west to Lethbridge, AB in 1985 and then settled in Edmonton, AB in 1986 where she started her career in the investment business.
Kelley worked for few securities firms before joining Goepel McDermid, which became Raymond James Ltd. in 2001. She learned to adapt during the various firm mergers and market cycles. Having worked as a Branch Administrator, Cage Operator and Licensed Assistant over her 33 year career, Kelley has acquired an extensive knowledge of the investment industry.
She is responsible for the administrative duties such as account opening and maintenance, estate processing, transaction reconciliation, on-line access, cash disbursements and wire transfers. She also prepares various client reports and year-end tax summaries, client correspondence, and maintains our client meeting schedule. Clients say Kelley has helped them tremendously during estate processing as she has extensive knowledge of what executors should do and provides guidance during what can be a very challenging and emotional time.
Outside of work, Kelley enjoys applying her skills in various art projects.