Zachary Furshman

Wealth Management Director

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. He is actively involved in overseeing the daily operations of the Wealth Management Division to operate a high level of service for our client concierge program.

Zachary is a graduate of Gettysburg College with a B.A. in Management and a minor in Economics. He is a Series 99 licensed administrative professional with Triad Advisors, LLC and is currently studying for his Series 65 license.

Zachary lives in Baltimore with his wife Katie and their daughter Evelyn.

Phone 4103493806
Fax 4103493807