Kelly C. Amato, J.D., Vice President and the Head of Sales for Institutional Fiduciary Solutions, Raymond James | Speaker

Kelly Amato is a vice president and the head of sales for Institutional Fiduciary Solutions, a division of the Private Client Group at Raymond James.  A client-focused investment firm, Raymond James serves client accounts through approximately 8,700 financial advisors in the United States, Canada and abroad. Raymond James has expanded throughout its 60 years of profitable growth to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

In her role, Ms. Amato works with institutional, corporate retirement, endowment/foundation, and fiduciary support associates to grow recordkeeping, administration, and investment assets under management.

An industry veteran, prior to assuming her current position in February 2023, Ms. Amato held key roles in the retirement plan space.  She has led revenue growth, client consulting and retention, along with corporate strategy initiatives.  Ms. Amato was a leading advisor in retirement plan and institutional consulting establishing her own practice in 1998.

Ms. Amato earned a Bachelor of Arts degree from the University of Southern Maine and a Juris Doctor degree from Humphreys College School of Law.  She has published several articles centered on stewarding retirement plans and enjoys sharing what she has learned from assisting hundreds of employees to protect their futures.  She has served as an expert witness and as retirement plan specialist to the US Bankruptcy Trustee protecting abandoned plans.  She has also contributed as a valued member of several advisor councils.

Ms. Amato holds the Financial Industry Regulatory Authority (FINRA) Series 6, 26, 63 and 65 licenses, along with a California life and health insurance license.