Jaqueline (Jackie) Kelly, AFC®
Partner, Sorelle Wealth Partners
Jackie brings a unique blend of financial expertise, real-world resilience, and coaching-informed support to women navigating life’s transitions. As a wealth manager and Accredited Financial Counselor® (AFC®), she helps clients master the building blocks of financial wellness — from managing debt and setting goals to creating strategies that align money with meaning.
Her career path has been anything but linear — beginning in financial services in St. Louis and New York, followed by years as a military spouse navigating frequent relocations across the U.S. and Europe. As a military spouse she spent a decade in federal service helping service members and their families strengthen military and financial readiness, experiences that sharpened both her technical skillset and her empathy for people in transition.
At Sorelle Wealth Partners, Jackie translates that journey into a steady, supportive presence for her clients. Whether you’re navigating divorce, career change, retirement, or the ripple effects of military or family life, she believes financial planning is more than numbers — it’s about empowering women to move forward with clarity, courage, and connection.
A proud University of Missouri alum with concentrations in Business and German, Jackie is also bilingual German. She enjoys traveling with her husband, especially to Europe where they have close ties with family and friends. Outside of work, Jackie values time with loved ones and is a novice tennis player always up for the challenge of learning something new.
Community Involvement
Association for Financial Counseling and Planning Education (AFCPE®) Member
Education and Licenses
Series 65
CFP® Certification Professional Education Program, College of Financial Planning, 2023
University of Missouri - Columbia, B.A. Interdisciplinary Studies (Business & German)
Universitaet des Saarlandes (Saarbruecken, Germany), German Language & Business