In today's world of financial complexity, you need an array of reliable tools that provide complete solutions. Our clients are individuals and companies who desire ongoing professional assistance in the creation and implementation of personal and/or company goals. Kelly Financial Advisors, LLC, and Kelly Insurance & Investments, Inc. were founded on St. Patrick's Day in 1999.
Since that time Kelly Financial Advisors has been helping our clients build and preserve family wealth. Kelly Insurance & Investments, Inc. has been a cornerstone for executives laying a foundation for a well-rounded benefits program. Some businesses are exposed to risks that may call for a specialized type of liability policy.
Since that time Kelly Financial Advisors has been helping our clients build and preserve family wealth. Kelly Insurance & Investments, Inc. has been a cornerstone for executives laying a foundation for a well-rounded benefits program. Some businesses are exposed to risks that may call for a specialized type of liability policy.
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Patrick Harvey joined Kelly Benefits, Inc. in October of 2002. He is a graduate of Loyola College with a B.A. in Business Administration and passed the CPA exam in May of 1993. Patrick oversees the daily operations of all three companies as our CFO/COO. Mr. Harvey also handles the administration and service side of the health and life insurance business.
In May of 2014, Mike Jr. graduated Cum Laude from the Darla Moore School of Business at the University of South Carolina with Dual Degrees in Finance and Risk Management and Insurance. Shortly after that he began his career in the External Sales Development Program (ESDP) at the Principal Financial Group in Newport Beach, California selling Group Benefits products.
Zachary joined Kelly Insurance & Investments | Kelly Financial Advisors in March of 2021. He brings over 10 years of experience in client service and financial operations with T. Rowe Price, Bank of New York Mellon, and Morgan Stanley.
At Kelly Financial Advisors, Zachary is responsible for supporting and overseeing all aspects of the individual insurance and investment business, including case prep and design, processing applications and onboarding.He will be managing all wealth management databases and systems as well as most importantly providing superior customer service to our individual private wealth clients.
At Kelly Financial Advisors, Zachary is responsible for supporting and overseeing all aspects of the individual insurance and investment business, including case prep and design, processing applications and onboarding.He will be managing all wealth management databases and systems as well as most importantly providing superior customer service to our individual private wealth clients.
David joined our Corporate Retirement Plans team in September of 2018. Mr. Read brings over 20 years of experience and knowledge with previous stints at Transamerica Retirement Solutions and ADP Retirement Plans. At Kelly, he is responsible for all retirement plans and is the main point of contact for the CFO, HR Directors, Trustees and any other major corporate level contact.
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Lancer Cuddy
Jul 16, 2020
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