Mike Kelly, Jr. CFP®
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 and serves his clients as not only a broker but also as an Investment Advisor Representative of Triad.
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.
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.