Kevin Kelly is originally from Montgomery County, Maryland. He earned a Bachelor of Science degree in Business Administration with a concentration in Finance and Financial Planning from Winthrop University in South Carolina. Winthrop University has one of the top nationally ranked programs in financial planning. Throughout his education, Kevin completed coursework such as Principles of Financial Planning, Financial Plan Development, Investment Management, Employee Benefits and Retirement Planning, Introduction to Tax, and Estate Planning. Currently, he is preparing for the last course of the CFP® curriculum—Insurance and Risk Management. He will then begin preparation for the CFP® certification exam.
Kevin started with Hergenroeder Financial Advisors, Inc. in August 2019, where he began as a Client Services Associate. He is now a Wealth Advisor at the firm. Prior to coming to HFA, Kevin worked in banking for a couple of years in client-facing positions. He brings excellent customer service skills, a strong attention to detail, dedication to ensuring clients’ needs are met, and the ability to foster strong relationships between clients and the firm. He works in many aspects of the business, including trading and operations, financial planning, asset management, and finding solutions to some of the most complex situations. Kevin currently holds the FINRA Series 7, 63, and 65 licenses with LPL Financial. In addition, he holds a Life and Health insurance license in Maryland.
In his free time, Kevin enjoys riding his bike around Baltimore, playing golf, cooking, and spending time with family, friends, and his dog, Nova.