Carly Kelly
Sr Director of Advisor Success @Signal Advisors
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WORK HISTORY
Sr Director of Advisor Success @Signal Advisors
EDUCATION
Western Carolina University
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Western Carolina University
Bachelor of Arts (B.A.), Graphic Design
ABOUT CARLY KELLY
With nearly 12 years in the financial services industry, I specialize in driving growth for independent financial advisors through results-driven customer success strategies, innovative marketing, and high-impact coaching.In my role as Sr. Director of Advisor Success at Signal Advisors, I have the privilege of working alongside some of the industry\'s top-performing advisors—helping them scale faster, operate smarter, and reach their full potential. Whether through technology, financing, or tailored practice management solutions, I focus on building trusted partnerships that deliver measurable results.My background spans FinTech, insurance, SaaS, marketing, and financial services, with a proven track record of boosting advisor performance, increasing retention, and accelerating revenue. At Signal, I lead initiatives that translate industry best practices into scalable frameworks, empowering advisors nationwide to grow their businesses with confidence.Known for my strategic mindset and collaborative style, I’m passionate about equipping advisors with the tools, insights, and support they need to thrive in today’s dynamic marketplace.
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