Kelly Rose serves as Assistant Vice President, supporting the firm's financial and accounting operations. Her responsibilities include preparing financial and management reports, processing payroll, recording cash activity, assisting with accounts payable and receivable, and performing bank and account reconciliations.

Prior to joining Etico, Kelly spent more than 17 years with Cadaret, Grant, which later became part of Atria Wealth Solutions. During her time there, she gained extensive experience in accounting and financial operations within the financial services industry. Kelly earned her bachelor's degree in accounting from Le Moyne College.

Kelly lives in Florida with her husband and four children. Outside of work, she enjoys spending time with her family, cheering on her kids at their activities, and visiting Walt Disney World.