Mark Kelly Email & Phone Number
Senior Vice President and Managing Director, Principal Wealth Advisor @ Weston Financial Group, Inc.
Mark Kelly's Location
Boston, MA, US
Mark Kelly's Work
- Senior Vice President and Managing Director, Principal Wealth Advisor @ Weston Financial Group, Inc.
- Senior Vice President and Managing Director, Principal Financial Counselor at Weston Financial Group, Inc @ Weston Financial Group, Inc.
- Principal Financial Counselor @ Weston Financial Group, Inc.
- Managing Director, Portfolio Strategist @ Bainco International Investors
- Senior Vice President, Citizens Private Bank and Trust @ Citizens Financial Group, Inc.
- Executive Vice President and Senior Investment Officer @ Plimoth Investment Advisors
- Senior Vice President and Senior Investment Officer @ Plymouth Savings Bank
- Vice President and Senior Investment Officer @ Plymouth Savings
- Vice President and Chief Investment Officer @ Higgins and Associates
- Assistant Vice President and Investment Officer @ First Variable Life Insurance Company
Mark Kelly's Education
- Boston College
Masters (Finance)
1989 - 1991 - Bryant University
Bachelors (Accounting, Finance)
1984 - 1988
Mark Kelly's Skills
- Investment Management
- Wealth Management
- Investments
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Banking
- Financial Analysis
- Estate Planning
Mark Kelly's Summary
Mark Kelly, based in Boston, MA, US, is currently a Senior Vice President and Managing Director, Principal Wealth Advisor at Weston Financial Group, Inc., bringing experience from previous roles at Weston Financial Group, Inc., Bainco International Investors and Citizens Financial Group, Inc.. Mark Kelly holds a 1989 - 1991 Masters in Finance @ Boston College. With a robust skill set that includes Investment Management, Wealth Management, Investments, Portfolio Management, Asset Allocation and more, Mark Kelly contributes valuable insights to the industry. Mark Kelly has 1 email on RocketReach.
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Drew Bottaro
Senior Financial Counselor and Vice President at Weston Financial Group, Inc.
Winchester, MA, US11 -
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