Kelly Jefferson has worked in the financial industry since 1998, serving in a variety of roles throughout her career, including trading, operations, and compliance. Kelly worked with Great American Advisors and joined Lincoln Investment in 2011. Kelly has worked with Knox Financial Services for the majority of her career through the broker/dealer arrangements and joined Knox Financial Services as an advisor in September 2026.
Kelly earned her bachelor’s degree in Organizational Leadership from Northern Kentucky University (NKU) and will receive her MBA soon. Kelly is passionate about furthering her education and achieving professional growth. These passions for learning have helped shape her career in financial services.
Kelly has two adult daughters, Darrian & Quinn. When she’s not at work, you’ll likely find her spending time with her daughters, family, friends, or her dogs.
“What I enjoy the most about my work is the opportunity to continue learning, solve problems, and support both my colleagues and our clients.”
Favorite Vacation Spot: Outer Banks, NC
Favorite Author: Freida McFadden
Favorite place: anywhere I can watch my niece and nephew perform, whether it’s band, show choir or a sporting event