Broker Check

Our Team

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Kelly Cartier

Kelly Cartier began helping clients accumulate and manage wealth in 1997 when she joined A.G. Edwards. While working with clients at A.G. Edwards, Kelly became a branch manager and a Vice President of Investments. After several years as a branch manager, and the mergers of A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors, Kelly decided it was time to find a different platform - one where spreshe could feel truly independent. In 2009, Kelly opened Cartier Financial. As a Registered Representative and an Investment Advisor Reentative, Kelly can offer her clients a wide array of products and services to help meet their unique needs. Kelly holds the Certified Financial Planner™ designation. This designation requires an applicant to complete and maintain significant requirements in education, experience, and ethical conduct. In addition, the applicant must pass a comprehensive 2 day, 10 hour exam. Kelly also holds the Series 7, 8, 9, 23, and 63 registrations, as well as state insurance licenses. She graduated from the University of Central Florida with a B.A. in English and a Master's in Business Administration. Kelly grew up in Clermont and enjoys giving back to the community. She’s served numerous years on the Board of the Community Foundation of South Lake. During this time, she has acted as both Secretary and Vice President of the Executive Committee and as a member of both the Fiscal Committee and the Executive Committee. Kelly is also a founding board member of The Greater Clermont Cancer Foundation and currently serves as External Director. Kelly is also a big supporter of the Companions for Courage and currently serves on the Board of Directors. Kelly also enjoys spending time with family and is fortunate to have her mom, brother, nephews, one niece and 2 great nephews all live in the Greater Clermont area.   

 


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Brittany Rose

After getting to know Kelly through charitable work with The Greater Clermont Cancer Foundation, Brittany Rose joined Cartier Financial as an intern in January 2015. After graduating from the University of Central Florida with a B.A. in Finance and Biology, Brittany accepted a full time position with the firm. Brittany believes customer service and listening to clients is of utmost importance. As a Financial Advisor and Investment Advisor Representative, Brittany works with helping clients create the lives they want for them and their families. She strives to cultivate overall financial direction and growth for clients. 

Brittany holds her Florida insurance licenses, Series 7 & 66 licenses, and is currently working toward her CFP™. She is dedicated to continuing her education, staying abreast of changes in the industry and strategies that can benefit clients . Brittany has lived in Clermont for over 20 years and is a graduate of East Ridge High School. She lives locally with her three children, Peyton, Nolan, and Kinley, and furry friends, Ranger and Milo. When out of the office, you can find Brittany on the soccer, gymnastics, and basketball sidelines cheering on her boys, spending time with her family, and giving back to her community.

 


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Brittany Ricci

Bri Ricci joined Cartier Financial in September 2018. Prior to joining Cartier Financial, she worked in sales and the accounts receivable department for a local waste company. With numerous years of customer service experience, Bri joined the Cartier Financial team as a Client Service Rep. She plans to further education in the financial industry while providing exceptional service to the Cartier Financial family of clients.

 She has lived in Clermont for over 20 years and is also a local to Lake County with her son, Jeremiah, and their pups, Diesel & Shilo.

You may catch Bri riding her bike or walking her pooch near Waterfront Park, playing basketball with her son, or on the sidelines cheering on #22 during the football season.

 


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Patti Freehling

Patti Freehling joined Cartier Financial in July 2009. Prior to joining Cartier Financial, she worked with Kelly at A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors. Patti held many titles during her corporate career, including sales assistant, operations manager and systems administrator.

Patti's goal at Cartier Financial is to provide exceptional client service. Patti serves as Cartier Financial's office manager. Patti holds the Series 7 and 66 registrations.

Patti has been married to her husband, Dave, for over 30 years. They have two grown children and two grandchildren. Patti enjoys being a grandmother and spending time with her family.

 


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(RETIRED) Gabby and Bailey 

Gabby and Bailey were an integral part of Cartier Financial early on. When in the office, their main focus was to greet each and every client with a wag of their tails and happy faces.

Gabby was adopted from the South Lake Animal League in 2009. The Animal League requires someone be at home for their newly adopted puppies. In order to adopt Gabby, Patti had to be able to bring Gabby to work. While now retired, Gabby still enjoys coming in for a visit every now and then. 

Kelly adopted Bailey from the South Lake Animal League as a puppy in 2012. Bailey loved her job at Cartier Financial, but now prefers a slower pace of life and relaxing at home, especially when she has it all to herself while mom works. 

 


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Shelby - May She Rest in Peace

Shelby, like Bailey and Gabby, loved coming to work every day to greet clients and take care of any extra treats clients needed to give away. She was a loyal pup and could sense when her presence was needed. Often finding her way to your feet to rest and console. If she didn't come out to greet you, you'd probably find her paws and tail sticking out from under Kelly's desk.

Shelby lived a wonderful 10+ years, bringing smiles and joy to everyone she met. She never met a ball or stick she didn't like and could often be seen carrying branches twice her size down the sidewalk. She will be forever missed and remembered in our hearts.