Experience

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• President | CEO

  • Mar 1999 - Present

  Annapolis, Maryland Family Protection solutions with Life Insurance, Disability Insurance, Income Replacement and Long Term Care. We also provide Estate, Tax, and Charitable Planning.

• President

  • 1999 - Present

  Annapolis, Maryland We provide creative solutions to business owners in the world of Employee Benefits, Tax-Qualified Retirement Plans, Executive Benefit Planning, and Business Continuation Planning. We customize plans to fit the needs of each individual industry so their employees are well covered in Wealth Accumulation and Protection. -Group Tax-Qualified Retirement Plans such as SIMPLE IRAs, 401(k)'s, Profit Sharing, SEP's, etc. -Group Healthcare Plans with a variety of Maryland providers and Section 125… Show more We provide creative solutions to business owners in the world of Employee Benefits, Tax-Qualified Retirement Plans, Executive Benefit Planning, and Business Continuation Planning. We customize plans to fit the needs of each individual industry so their employees are well covered in Wealth Accumulation and Protection. -Group Tax-Qualified Retirement Plans such as SIMPLE IRAs, 401(k)'s, Profit Sharing, SEP's, etc. -Group Healthcare Plans with a variety of Maryland providers and Section 125 plans. -Group Ancillary Benefits such as dental, vision, disability, life and voluntary work-site benefits. -Business Continuation Planning with business loan protection, overhead expense, and buy-sell agreements.



Triad Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Registered Representative

  • Nov 2017 - Present

  Annapolis, MD



Continuum Advisory, LLC

• Principal

  • May 2016 - Present

  Annapolis, Maryland



Signator Investors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor Representative

  • May 2016 - Nov 2017

  Annapolis, Maryland We provide financial planning services to individuals who need help with Wealth Protection and Accumulation. -Wealth Accumulation Strategies through Mutual Funds, Variable Annuities, IRA's, Education Funding, Retirement Planning, and Managed Accounts.



Transamerica Financial Advisors, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor Representative

  • May 2002 - May 2016

  Annapolis, Maryland We provide financial planning services to individuals who need help with Wealth Protection and Accumulation. -Wealth Accumulation Strategies through Mutual Funds, Variable Annuities, IRA's, Education Funding, Retirement Planning, and Managed Accounts.



Various

• Acting

  • 1982 - 2014