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Kelly A
CFP®, Series 66, Series 63
Ridgeland, MS
Easley Investment Consultants, Inc.
Kelly Adams is a CFP® with 18 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to that, Adams worked at Wells Fargo Advisors for four years. Outside of the financial industry, Adams serves as treasurer for St. Phillips Episcopal Church and the Jackson Yacht Club, managing budgets for both organizations. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension plans, trusts, and business entities, focusing on customized, fiduciary investment advice. The firm manages diversified portfolios on a discretionary basis, utilizing mutual funds, ETFs, individual securities, and third-party money managers, and offers a unique wrap fee program combining advisory, trade execution, and custody services.
Carl E
CFP®, Series 63, Series 65
Ridgeland, MS
Easley Investment Consultants, Inc.
Carl Easley is a CFP® with 28 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for 11 years. He is a member of the investment committee for the Women's Foundation of Mississippi. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized, fiduciary investment advice with a focus on diversified portfolios, combining fundamental and technical analysis, and operates its own wrap fee program for portfolio management.
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