Meet Sarah
Sarah Kelley is an Associate Wealth Advisor based in Seneca, South Carolina.
Sarah manages the day-to-day operations of account opening and servicing, reconciliation of transfers, billing audits, recordkeeping, and client relations. She has been with the firm since 2020 and is focused on taking care of all the details for clients to help ensure each interaction with Crescent Financial is a positive one.
Sarah earned an associate’s degree from Tri-County Technical College while working in a variety of areas of business administration. In 2023, she earned her bachelor’s degree in finance with a concentration in financial planning from Southern New Hampshire University. She also received her Chartered Financial Consultant® (ChFC®) designation in the spring of 2024.
In her free time, Sarah enjoys quilting and crocheting.