Kellie Kelleher-Smith, CAP®

Kellie Kelleher-Smith, CAP®

Wealth Advisor

Kellie Kelleher-Smith joined B&C Financial Advisors team in 2024 as a Wealth Advisor. Kellie is a registered Investment Advisor Representative and credentialed Chartered Advisor in Philanthropy® (CAP®), from The American College of Financial Services, demonstrating the knowledge and tools to help clients achieve their highest aspirations for self, family, and society.

She received her bachelor’s degree from Nova Southeastern University and a Master of Science degree from Bridgewater State University in Bridgewater, Massachusetts.

Before joining B&C, Kellie led the Jewish Community Foundation of Northeast Florida. In 2018, she was hired to oversee the successful merger of the Foundation with the Jewish Federation of Northeast Florida where she strengthened and rebuilt relationships with existing investors and bequest donors.

Kellie serves as a board member and Immediate Past President of the Women’s Center of Jacksonville, a community-based resource center dedicated to improving the lives of women.

Kellie enjoys being in nature, running, paddleboarding, trail riding, and hiking. She lives in Mandarin with her husband Jason, son Jackson, and rescue dog Asher.