Kelly Claro serves as an Administrative Assistant at Evensky & Katz / Foldes Wealth Management, where she plays a key role in supporting the firm’s client service and administrative functions. With over a decade of experience in sales, management, and client-facing roles, she is responsible for coordinating client communications, managing calendars and documentation, and helping to design and refine administrative workflows that enhance team efficiency.
She earned her degree in Business Administration from Miami Dade College and is known for her organization, reliability, and commitment to delivering thoughtful, high-quality support. Kelly’s proactive approach and attention to detail make her a trusted resource for both colleagues and clients.
A Miami native, Kelly enjoys spending time with her family, playing outdoors with her dog Zoey, and catching up on her favorite TV series.
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