Client Services Coordinator
Kelley Dillon is the client services coordinator for the East Coast office of Navitas Wealth Advisors. Serving at the hub of this office, she welcomes callers, visitors, and clients and directs them to the personnel and resources they need. She loves getting to know each client and those who are most important to them. Kelley brings decades of administrative experience to her role and provides key support to operations, data management, client communications, and special projects.
She began her career in banking, working in loans and customer service for two banks. Kelley then took a position educating clients about their 401k retirement programs at BB&T Bank before becoming a branch manager for Centura Bank. She then transitioned into management for two technology firms. In 2018, Kelley brought her relationship-building and account management skills to the Raleigh-based financial planning firm Investment Planning and Management. This firm merged with Navitas in 2020.
Kelley received a Bachelor of Science in Business Administration and Management from the University of North Carolina at Greensboro and an Associate of Arts from Louisburg College. Outside the office, she’s devoted to her family and prioritizes time with them. She also enjoys woodworking and other craft projects.