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Kelly Grills

Advisor Image
Kelly Grills
Financial Advisor
.
FIC
Part of the Advocate Wealth Advisors practice
About Kelly Grills
About Kelly Grills

Faith, family and generosity are some of my highest priorities. For the first 20 years of my career, I worked in education. Now in my work with Thrivent, my mission to serve continues as I use my teaching gifts to support those in my community in a new area--financial clarity. Financial services can be confusing and overwhelming, and I make it my goal to help those I serve by taking the time to support their financial understanding.


When I am not working, I can be found spending time with my family. My husband, Kevin, serves as a pastor at a local church. We have 3 beautiful children who keep us busy with sports and activities. As a family we enjoy watching sports, getting outdoors, and serving our community. There is truly no greater joy than to see your children sharing their faith and love with others.

My qualifications
  • Bachelors of Education, University of South Florida
  • Masters of Leadership, University of South Florida
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Michigan
  • New Jersey
  • North Carolina
  • Tennessee

Insights

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If you’re a leader, you won’t want to miss this upcoming event. During AI and the Future of Leadership, speaker David Kinnaman, CEO of Barna, will explore the spiritual and technological trends shaping society—including what steps we can take today in response to them. Grab your spot now: https://thrivent.zoom.us/webinar/register/WN_bOJwPM8mQd2_NfgnRV3pD Third-party speakers are not affiliated with or endorsed by Thrivent. The views expressed by third-party speakers are their own and not necessarily those of Thrivent or its affiliates. No products will be sold. For additional disclosures, see Thrivent.com/social.
Purposeful Legacy Dinner at The Living Room restaurant in Wesley Chapel. May 14, 2026 at 6:30 PM Register by email to kelly.grills@thrivent.com Dinner provided. After years of careful planning, you’ve successfully built a legacy. Now it’s time to have a conversation with others about what you hope to do with it. During Purposeful Legacy, author and leadership coach John Busacker will help you examine your story and explore how to communicate your legacy’s purpose with wisdom and grace. Examine life experiences that shaped who you are and what you value Gain insight into how those experiences influence your legacy and its purpose Learn practical steps for sharing your story and legacy with loved ones Sharing your vision with future generations is important, so don’t miss this opportunity to learn how. No products will be sold.
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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Season of Giving Wrapping Paper Collection Drive image

The Season of Giving Wrapping Paper Collection Drive

Nov 30, 2026, 2:00 PM UTC - Dec 4, 2026, 8:00 PM UTC
Our Land O Lakes Office | 2651 Narnia Way, Suite 102, Land O Lakes, FL 34638
Help make the holidays a little brighter for local families by supporting the Gathering Joy event through the Declare No More Foundation.From November 30 through December 4, we will be collecting donations of wrapping paper, bows, and tape to help provide gift-wrapping supplies for families throughout the Tampa Bay area.Donations may be dropped off during regular business hours. To ensure someone is available to receive your items, we encourage you to call ahead (813-807-9906) before stopping by.Together, we can help spread joy and make the holiday season a little more special for families in our community. We appreciate your generosity and support!
A Lifetime Gift Webinar image

A Lifetime Gift Webinar

Dec 3, 2026, 11:00 PM UTC - Dec 4, 2026, 12:00 AM UTC
Zoom
What no one wants to discuss could be the best present ever.We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? Get tools to help you talk to loved ones and prepare at A Lifetime Gift when Certified Celebrant Shelly Halverson suggests open conversation and offers a practical checklist filled with encouraging instructions.Creator and Facilitator of A Lifetime Gift™ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.No Products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.3
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Office location
Land O Lakes Location
2651 Narnia Way Suite 102
Land O Lakes, FL 34638
Phone813-807-9906Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations