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Kiley Harnish

Kiley Harnish

Client Experience Specialist and Financial Paraplanner

Kiley helps organize and coordinate the team through administrative support. She handles communication between clients, advisors, providers, plan administrators and employees. As a paraplanner, Kiley works alongside financial advisers to assist and prepare financial plans and reports. 

Kiley graduated from the University of North Florida with a Bachelor of Business Administration in finance and a minor in economics. During college she was awarded President’s Honor Roll, Dean’s List, and was invited to the Honor Organization in Accounting and Finance luncheon twice. She is a member of the sorority Alpha Phi which supports and raises money for women’s heart health. Kiley enjoys playing soccer, having played in the youth soccer world cup and on a division 1 team freshman year of college. She also enjoys running and snowboarding. Kiley has traveled to nine different countries and plans to continue traveling.