Brian Kelly, CFP<sup>&#174;</sup> RICP<sup>&#174;</sup>

Brian Kelly, CFP® RICP®

First Vice President - Investment Officer

(301) 798-6227 – Email

EDUCATION:
Loyola University Maryland, Business Administration in Accounting

LICENSE(S):
– Series 6, Series 7, Series 31, Series 63, Series 65
– CA Insurance Lic. # 0B95878

With over 30 years of financial services experience, Brian serves a select group of individuals and families with their investment needs. He focuses on providing clients with individualized comprehensive investment plans and educating them every step of the way to help ensure they are comfortable with the plan developed together. 

Brian has completed extensive training to become a Certified Financial Planner®. For this designation, he had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. Brian is also a Retirement Income Certified Professional, and he holds a Bachelor's of Business Administration with a concentration in Accounting. He strongly believes in giving back and staying involved in the community. He resides in Greenspring, WV with his wife Chargenia and daughter, Brianna. In his free time, Brian enjoys playing volleyball and basketball.

CA Insurance Lic. # 0B95878
Resident State: WV

 RICP conferred by The American College

OUR TEAM

Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.

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OUR SERVICE

We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.

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Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.

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