• Hometown

    Milton, GA

  • Colleges

    University of Georgia

  • Certifications

    CFP®

  • Neighborhood

    Roswell

  • Office Location

    Alpharetta

Kelsey Stone, CFP®

Director

Kelsey joined Homrich Berg in 2014. During this time, she has served many different roles. This includes Client Care Coordinator, where she offered administrative support to clients, Associate, where she assisted advisors in creating and implementing client financial plans, Senior Associate, and Director, her current role, where she works closely with clients to identify and achieve their financial goals.

In addition to her role on the client service team, Kelsey has a passion for community service. She played a role in developing Homrich Berg’s corporate philanthropy initiative and continues to help lead these efforts by identifying ways HB employees can give back to the Atlanta community. Prior to Homrich Berg, Kelsey was a volunteer coordinator at Children’s Healthcare of Atlanta for 4 years. She helped manage various volunteer programs at their Egleston campus.

Kelsey grew up in metro Atlanta and graduated from Milton High School. She went on to graduate from the University of Georgia with a B.A. in Communications and has been a CERTIFIED FINANCIAL PLANNER™ professional since January 2018. Kelsey lives in Roswell with her husband, John, and their two young daughters. In her spare time, Kelsey enjoys UGA football games, volunteering at her church, and participating in activities with her kids.