Mike Kelly, Jr. CFP®

Mike Kelly, Jr. CFP®

Vice President

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.

After passing the Series 7 examination in Florida, Mr. Kelly moved back to Annapolis, Maryland and joined the sales team at Kelly Benefits, Financial Advisors & Risk Management full time. He also successfully passed the Series 24 and 66 licenses during 2015. 

In August of 2016, Mike Jr. successfully completed a nine-month financial planning program through New York University (NYU) to earn a Certificate in Advanced Financial Planning. After completing the required courses, he passed the CFP® exam in March of 2018 and is a CERTIFIED FINANCIAL PLANNER ™ professional. 

In March of 2017, Mike was promoted to our executive team as our Vice President to help oversee and run the daily operations of the Kelly Companies in Annapolis. He is also very involved with building and helping to run our Independent Registered Investment Advisory Firm (RIA), Continuum Advisory, LLC based out of Eagle, ID. The Continuum Advisory team as whole has grown to over 20 independent advisors throughout the country and is reponsible for over One Billion in total assets.

At Kelly Benefits & Risk Management, Mike Jr. works with corporate executives to construct a well-diversified employee benefit programs through health insurance, retirement plans and many other ancillary benefits. At Kelly Financial Advisors, he leads our trading and research department but also works with individuals in all aspects of the financial planning process to help them reach a long and successful retirement.

Whether you are an advisor looking to make a change, business or an individual, please feel free to contact Mike Jr. to set up an initial consultation at any time.

 

Phone 410-349-3806
Fax 410-349-3807