Beverly Kelly

Trust and Estate Specialist

Beverly Kelly is a Trust and Estate Specialist at MONTAG Wealth Management. She brings more than 40 years of combined experience in estate and trust law, fiduciary advisory, and wealth management, with a long track record of helping families navigate trust administration, legacy planning, and day-to-day financial needs.

Before joining MONTAG in 2026, Beverly spent a significant portion of her career as a paralegal at Atlanta-based law firms, followed by years in wealth management and fiduciary advisory. Her unique background enables her to guide clients through complex trust and estate structures, coordinate with legal and tax professionals, and deliver a comprehensive, integrated approach to wealth stewardship.

At MONTAG, Beverly works alongside the investment and financial planning team to ensure that clients’ portfolios are aligned not only with their financial goals, but also their estate, legacy, and multigenerational planning objectives. She offers clients both strategic guidance and hands-on support to help protect family legacies, combining years of paralegal insight, fiduciary oversight, and dedicated service.

PERSONAL & CIVIC AFFILIATIONS

Member, North Georgia Estate Planning Council
Member, Marietta Cobb Museum of Art
Elder and Trustee, First Presbyterian Church

Education

University of Mississippi, BA, Political Science