Mike Kelly Jr.
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 leaving the West Coast, Mike Jr. moved to the Tampa/ St. Petersburg area where he spent three months with the Transamerica Financial Advisors' home office on the Distribution and Advisory Services teams.
After passing the Series 7 examination in Florida, Mr. Kelly moved back to Annapolis, Maryland and joined the sales team at Kelly Benefits and Financial Advisors full time. He also successfully passed the series 24 and 66 licenses throughout 2015 and serves his clients as not only a broker but as an Investment Advisor Representative.
Mike Jr. is also currently enrolled in the Haub School of Business at St. Joseph’s University in the Master of Science in Financial Services program. After completing the 10 required courses both online or in person, Mike will have the opportunity to sit for the CFP exam.
At Kelly Benefits, Inc., Kelly Financial Advisors, and Kelly Risk Management, LLC he is focused on the overall growth of the companies by offering a wide array of products for both businesses and individuals. Please feel free to contact Mike Jr. to set up an initial consultation at any time.