Kelley King Email & Phone Number
President
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Kelley King Location
- Columbus, OH, US
Kelley King Work
- 1982 -now President @ KING FINANCIAL SOLUTIONS, LLC
- 2020 -2022 Advisor @
- 2013 -2020 Advisor @
- 2013 -2016 Vice President @ SG Financial Services, LLC
- 2008 -2013 Partner @
- 2002 -2008 Principal @ King Dodson Armstrong Financial Advisors
- 1995 -2002 Co Founder @ Ascend Advisory Group
- 1987 -1995 Associate @ McCloy Financial Services
- 1982 -1987 Associate @ Financial Service Group
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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