Kelsey Perkins is one of our dedicated Wealth Management Assistants at The Dickerson Group, bringing experience in client relations and customer service. With a proven track record of managing multiple administrative tasks with precision, Kelsey plays a crucial role in supporting the wealth management team and ensuring seamless operations for clients. Known for exceptional communication skills and a strong attention to detail, Kelsey excels at handling client inquiries, scheduling meetings, and managing client records, all while maintaining a professional and welcoming environment.
Before joining The Dickerson Group, Kelsey built a strong foundation in client service as a real estate agent, where she developed a keen ability to anticipate client needs, address concerns, and provide tailored solutions. Her experience in real estate, coupled with a natural talent for fostering and maintaining relationships, enables Kelsey to contribute to the firm’s commitment to delivering exceptional service. Whether managing client appointments or preparing essential documentation, Kelsey is dedicated to supporting the team’s success and enhancing the overall client experience.