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Kelly Kowalczik

Client Relationship Manager

for Regina Beatty, CFP®, CRPC®, CBEC®  and Julian Grubbs, CRPC®

About Kelly Kowalczik

As the Client Relations Manager for Regina Beatty and Julian Grubbs, Kelly focuses on one simple goal: ensuring every interaction exceeds client expectations. Originally from a small town in New York, she spent 11 years in Chicago before relocating to Sarasota three years ago in search of more sunshine. She hasn’t looked back since and finds great joy in the vibrant Florida lifestyle.

When she isn’t working with clients, Kelly spends her time with her daughter, Aria, who she describes as beautiful, brilliant, and a constant source of laughter. She is also a regular at Pilates classes, always has a podcast playing, and has a genuine soft spot for animals of all kinds. Kelly loves her role because it allows her to build authentic relationships with the people the firm serves. Whether a client is calling with a question or stopping by the office, she is dedicated to making sure they feel heard, valued, and well-taken care of.

724-834-8100

941-847-0808

6151 Lake Osprey Drive
Suite 300
Sarasota, FL 34240