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About
Erika Kelly is Vice President – Investments and a Financial Advisor at Benjamin F. Edwards, based in Crown Point, Indiana. In her current role at Kelly-Johnson Wealth Management, she provides comprehensive investment guidance and portfolio management to individuals, families, and small business clients, with a focus on long-term wealth strategies, retirement planning, and tax-efficient investing.
Throughout her career, Erika has developed expertise in asset allocation across major asset classes including equities, fixed income, mutual funds, and exchange-traded funds, as well as retirement accounts such as IRAs and 401(k)s. She brings deep knowledge of both traditional and alternative investment vehicles, and is recognized for tailored advisory solutions specifically within the Midwest market.
Prior to joining Benjamin F. Edwards in March 2022, Erika spent nearly 17 years at Wells Fargo Advisors, rising to Associate Vice President – Investment Officer and Financial Advisor. She holds a Bachelor of Arts from Indiana University Bloomington and the Accredited Asset Management Specialist (AAMS®) designation, highlighting her commitment to professional excellence in client-focused investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards | Vice President - Investments | Mar 2022 to Present | — |
| Wells Fargo Advisors | Financial Advisor, Associate Vice President - Investment Officer | May 2005 to Mar 2022 | — |
Education
Indiana University Bloomington
Bachelor of Arts (B.A.)
2000 — 2004
Skills & Expertise
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
 | Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
 | Senior Vice President- Investments | Middletown, RI , United States |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
 | Chief Investment Officer | St. Louis, MO , United States |
 | Vice President - Investments | Belleville, IL , United States |
 | Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States |
 | Senior Vice President - Investments, Branch Manager | Harrison, AR , United States |
 | Vice President - Investments | Peoria, IL , United States |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Kennedy Capital Management LLC | St. Louis, MO , United States |
 | Research Analyst | Kennedy Capital Management LLC | St. Louis, MO , United States |
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
