Michael Kelly Email & Phone Number
Wealth Advisor @ Heritage Wealth Advisors
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Michael Kelly Location
- Richmond, VA, US
Michael Kelly Work
- Wealth Advisor @ (April 2025 - Present)
- Senior Wealth Planning Associate @ (May 2024 - April 2025)
- Wealth Planning Associate @ (June 2021 - May 2024)
- Tax Intern @ (January 2020 - June 2021)
- Accounting Clerk Intern @ Davis, Davis & Associates (October 2018 - February 2019)
Michael Kelly Education
- Duquesne University Palumbo Donahue School of Business
Master's degree (Accounting)
2021-2022 - Duquesne University Palumbo Donahue School of Business
Bachelor of Science in Business Administration (Accounting)
2017-2021
Michael Kelly Skills
- Accounting
- CCH
- Individual Returns
- Tax Preparation
- Time Management
Michael Kelly Summary
- Michael Kelly, based in Richmond, VA, US, is currently a Wealth Advisor at Heritage Wealth Advisors. Michael Kelly brings experience from previous roles at Heritage Wealth Advisors and Davis, Davis & Associates. Michael Kelly holds a 2021 - 2022 Master's degree in Accounting @ Duquesne University Palumbo Donahue School of Business. With a robust skill set that includes Accounting, CCH, Individual Returns, Tax Preparation, Time Management and more. Michael Kelly has 1 emails and 1 mobile phone numbers on RocketReach.
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