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Kelley King Location
Columbus, OH, US
Kelley King Work
President @ KING FINANCIAL SOLUTIONS, LLC (June 1982 - Present)
Advisor @ (May 2020 - April 2022)
Advisor @ (October 2013 - May 2020)
Vice President @ SG Financial Services, LLC (October 2013 - December 2016)
Partner @ (April 2008 - November 2013)
Principal @ King Dodson Armstrong Financial Advisors (August 2002 - April 2008)
Co Founder @ Ascend Advisory Group (March 1995 - August 2002)
Associate @ McCloy Financial Services (July 1987 - March 1995)
Associate @ Financial Service Group (June 1982 - July 1987)
Kelley King Education
The Strategic Coach
(Value Creation)
1997-2001
The American College
CLU, ChFC (Finance)
1982-1985
The Ohio State University
BS BA (Finance)
1978-1982
Newark High School 1975-1978
Kelley King Skills
Succession Planning
Advisory Boards
Estate Planning
Wealth Management
Life Insurance Consulting
High Net Worth Individuals
Retirement
Tax
Financial Planning
Management
High Net Worth
Research
Marketing
Sales
Microsoft Excel
Strategy
Life Insurance
Kelley King Summary
Kelley King, based in Columbus, OH, US, is currently a President at KING FINANCIAL SOLUTIONS, LLC. Kelley King brings experience from previous roles at Fairfield Financial Solutions, W3 Wealth Management, LLC, SG Financial Services, LLC and Plante Moran. Kelley King holds a 1997 - 2001 The Strategic Coach. With a robust skill set that includes Succession Planning, Advisory Boards, Estate Planning, Wealth Management, Life Insurance Consulting and more. Kelley King has 1 emails and 4 mobile phone numbers on RocketReach.
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