Lori Talley-Kelley

Lori joined Crescent Financial in 2016 and became a partner in 2019. A lifelong resident of Oconee County, she is committed to serving her neighbors and community members—making the complexities of financial planning simple for the average person to understand. She is also passionate about helping clients wherever they are on their financial journey.

Lori began her career in banking in 1995. She worked in all areas of retail banking with BB&T (now Truist), facilitated a new branch opening for Community First Bank, and served as Chief Operations Officer for Carolina Wealth Management Group of Voya Financial Advisors, Inc.

She holds her Series 7, 63, and 65 registrations and is licensed as a South Carolina Insurance producer. She has also earned an Accredited Investment Fiduciary^® (AIF^®) designation.

Graduating magna cum laude, Lori obtained her bachelor’s degree in business administration from Southern Wesleyan University. She also went on to earn a master’s degree graduating summa cum laude from Clemson University.

Lori loves the mountains and spending time on the water—be it a river, lake, or ocean. She enjoys traveling and is a dedicated attendee at Clemson Football and Baseball games. Her family and friends are the center of her life.