The Barclay Breland Team
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Gregg Brant CFP® APMA®
Wealth Advisor
Gregg is a Certified Financial Planner (CFP) dedicated to helping families and individuals reach their financial goals. Beginning his finance career in 2009, Gregg is driven by a passion to empower clients through personalized strategies tailored to their unique financial situations and aspirations. This approach ensures that clients navigate their financial journeys with confidence.
Dedicated to making a positive impact, Gregg builds lasting relationships based on trust, integrity, and transparency. He provides clients with the necessary knowledge and tools for informed decision-making, establishing himself as a trusted advisor. Gregg’s excellence in client service and his meticulous attention to detail have earned him a reputation as a dedicated advocate for his clients’ financial well-being.
Originally from Pittsburgh, PA, Gregg moved to Palm Beach County, FL, in 2013. He leads a healthy lifestyle and values spending quality time with his wife, Katarina, and their daughters, Fiona and Maeve.
William Kelly
Advisor
William graduated from FAU in 2023 and has been working closely with Barclay Breland since 2022 compiling marketing resources after working in the boating industry for 6 years. When William is not working, he enjoys spending his time fishing.
Lisa Wozney
Client Relations Manager
Lisa serves as the Client Relations Manager at Barclay Breland Family Office. She has a diverse background in the financial services industry. She began her career at the Chicago Mercantile Exchange. Her experience includes several years of client servicing, business development, compliance and managing relationships with prominent business partners. Lisa has a Bachelor of Science degree in Mathematics from the University of Wisconsin - Madison.
Client Relations Manager
Lisa serves as the Client Relations Manager at Barclay Breland Family Office. She has a diverse background in the financial services industry. She began her career at the Chicago Mercantile Exchange. Her experience includes several years of client servicing, business development, compliance and managing relationships with prominent business partners. Lisa has a Bachelor of Science degree in Mathematics from the University of Wisconsin - Madison.
Gwen Cook
Office Manager
Gwen joined Barclay Breland Family Office back in 2021 and serves as the office manager, where she ensures the seamless operation of all office activities and provides critical support to the firm’s advisors and other staff. In her free time, Gwen, enjoys spending time with her husband and two boys.
Sullivan Kelly
Head of Human Resources
Sullivan acts as the head of Human Resources at Barclay Breland Family Office. Sully ensures the office is a great place to work and be productive. He is always brightening up the office and greets clients with a big smile. Sully is an English Cream Golden Retriever born in Jupiter, Florida and when he's not working, he enjoys swimming in the pool and at the sandbar.
Head of Human Resources
Sullivan acts as the head of Human Resources at Barclay Breland Family Office. Sully ensures the office is a great place to work and be productive. He is always brightening up the office and greets clients with a big smile. Sully is an English Cream Golden Retriever born in Jupiter, Florida and when he's not working, he enjoys swimming in the pool and at the sandbar.
Sowell Management Partners
Gary Taylor
Managing Director of Operations, Sowell Management Partner
Gary oversees all operational functions at Sowell Management, ensuring systems, people, and processes work together to support advisors efficiently. With a background in enterprise operations and a strong focus on scalability, he helps drive the firm’s mission to provide white-glove service to independent financial advisors. Gary is known for his structured leadership style and commitment to continuous improvement.
Managing Director of Operations, Sowell Management Partner
Gary oversees all operational functions at Sowell Management, ensuring systems, people, and processes work together to support advisors efficiently. With a background in enterprise operations and a strong focus on scalability, he helps drive the firm’s mission to provide white-glove service to independent financial advisors. Gary is known for his structured leadership style and commitment to continuous improvement.
Abby Sowell
Senior Solutions & Onboarding Consultant, Sowell Management Partner
Abby plays a central role in welcoming new advisors to the Sowell platform. As a Senior Solutions & Onboarding Consultant, she guides advisors through the transition process and ensures they’re equipped with the tools and training needed for success. With a detail-oriented and advisor-first approach, Abby helps maintain a high standard of excellence throughout the onboarding experience.
Senior Solutions & Onboarding Consultant, Sowell Management Partner
Abby plays a central role in welcoming new advisors to the Sowell platform. As a Senior Solutions & Onboarding Consultant, she guides advisors through the transition process and ensures they’re equipped with the tools and training needed for success. With a detail-oriented and advisor-first approach, Abby helps maintain a high standard of excellence throughout the onboarding experience.
Morgan Shepherd
Advisor Solutions Team Lead, Sowell Management Partner
Morgan leads the Advisor Solutions team, serving as a key resource for onboarding, technology, and advisor engagement. With deep experience in operational support and advisor service, she helps deliver the seamless experience that Sowell Management is known for. Morgan’s knowledge of the firm’s platform and commitment to responsiveness make her an essential point of contact for advisors navigating growth and transition.
Advisor Solutions Team Lead, Sowell Management Partner
Morgan leads the Advisor Solutions team, serving as a key resource for onboarding, technology, and advisor engagement. With deep experience in operational support and advisor service, she helps deliver the seamless experience that Sowell Management is known for. Morgan’s knowledge of the firm’s platform and commitment to responsiveness make her an essential point of contact for advisors navigating growth and transition.
Eric Acra
Solutions Consultant & Transitions Specialist, Sowell Management Partner
Eric specializes in helping advisors make smooth, confident transitions to the Sowell platform. As a Solutions Consultant and Transitions Specialist, he supports onboarding, data management, and training. With a background in technology and a deep understanding of advisor needs, Eric is known for simplifying complex processes and delivering timely support.
Solutions Consultant & Transitions Specialist, Sowell Management Partner
Eric specializes in helping advisors make smooth, confident transitions to the Sowell platform. As a Solutions Consultant and Transitions Specialist, he supports onboarding, data management, and training. With a background in technology and a deep understanding of advisor needs, Eric is known for simplifying complex processes and delivering timely support.
Kendraya Dewberry, MBA
Solutions Consultant, Sowell Management Partner
Kendraya supports Sowell advisors by providing solutions that align with their business objectives. With an MBA and a background in operations, she brings both analytical skill and interpersonal strength to her role. She works closely with the Advisor Solutions team to support onboarding, training, and platform utilization.
Solutions Consultant, Sowell Management Partner
Kendraya supports Sowell advisors by providing solutions that align with their business objectives. With an MBA and a background in operations, she brings both analytical skill and interpersonal strength to her role. She works closely with the Advisor Solutions team to support onboarding, training, and platform utilization.
Kyle Dulin
Corporate Accountant & Billing Specialist, Sowell Management Partner
Kyle handles billing operations and supports accounting functions at Sowell Management. His role ensures advisors receive timely, transparent billing and reporting. With a focus on precision and customer service, Kyle is a valued member of the financial operations team.
Corporate Accountant & Billing Specialist, Sowell Management Partner
Kyle handles billing operations and supports accounting functions at Sowell Management. His role ensures advisors receive timely, transparent billing and reporting. With a focus on precision and customer service, Kyle is a valued member of the financial operations team.
Erin Taylor
Senior Vice President, Marketing, Sowell Management Partner
Erin brings more than 30 years of marketing and brand strategy expertise to Sowell Management. As Senior Vice President of Marketing, she leads initiatives that help advisors define their brand voice and harness marketing tools for growth. Erin’s experience spans agency leadership, corporate roles at Alltel and Acxiom, and entrepreneurial ventures, giving her a well-rounded understanding of both the art and science of marketing. She is passionate about elevating the advisor experience through clear communication, thoughtful design, and strategic alignment with business goals.
Senior Vice President, Marketing, Sowell Management Partner
Erin brings more than 30 years of marketing and brand strategy expertise to Sowell Management. As Senior Vice President of Marketing, she leads initiatives that help advisors define their brand voice and harness marketing tools for growth. Erin’s experience spans agency leadership, corporate roles at Alltel and Acxiom, and entrepreneurial ventures, giving her a well-rounded understanding of both the art and science of marketing. She is passionate about elevating the advisor experience through clear communication, thoughtful design, and strategic alignment with business goals.
Jason Lester
Senior Accountant, Sowell Management Partner
Jason manages financial reporting and accounting processes at Sowell Management. As a Senior Accountant, he ensures financial data is recorded accurately and in compliance with internal standards. His attention to detail and reliability contribute to the firm’s operational excellence.
Senior Accountant, Sowell Management Partner
Jason manages financial reporting and accounting processes at Sowell Management. As a Senior Accountant, he ensures financial data is recorded accurately and in compliance with internal standards. His attention to detail and reliability contribute to the firm’s operational excellence.
Jared Whitehead
Data Management Specialist, Sowell Management Partner
Jared ensures accurate and timely data flows across Sowell’s platforms. As a Data Management Specialist, he helps maintain data integrity and supports advisor operations through consistent, high-quality information delivery. His behind-the-scenes work is critical to the performance of Sowell’s flexible tech stack.
Data Management Specialist, Sowell Management Partner
Jared ensures accurate and timely data flows across Sowell’s platforms. As a Data Management Specialist, he helps maintain data integrity and supports advisor operations through consistent, high-quality information delivery. His behind-the-scenes work is critical to the performance of Sowell’s flexible tech stack.