Kelsey Plummer

Kelsey Plummer, CFP®, AAMS®, is a Partner and Wealth Advisor at Pursuit Wealth Strategies in Raleigh, North Carolina, with more than 15 years of experience in the financial planning industry. She began her career as an intern in 2010 with Raymond James Financial Services before transitioning into a full-time advisory role in 2011. A graduate of Furman University, where she earned a Bachelor of Arts in English, Kelsey combines a liberal arts background with strong analytical skills to deliver thoughtful, personalized financial guidance. She holds both the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ designations and was part of a team recognized by Forbes as one of America’s Top Wealth Management Teams Best-in-State in 2024.

Kelsey is passionate about helping individuals and families navigate the complexities of their financial lives, empowering them to make informed decisions and achieve long-term goals. Her approach to financial planning is highly relationship-driven, focusing on building trust and providing tailored strategies that align with each client’s unique needs and aspirations. She is particularly known for simplifying complex financial concepts, emphasizing clarity and actionable planning, and guiding clients through life’s transitions with confidence and reduced stress.

In addition to her client work, Kelsey plays an active leadership role within her firm and broader community. She is dedicated to mentorship, helping develop emerging professionals within her team, and supporting initiatives that encourage more women to pursue careers in financial services. Her professional activities include hosting educational seminars for business owners, contributing insights to industry publications, and promoting financial wellness topics such as emergency planning and long-term investment strategies. Outside the office, she enjoys spending time with her family, staying active outdoors, and participating in community outreach efforts, including charitable events and partnerships with local organizations such as the Diaper Bank of North Carolina.