Will Kelly Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Will Kelly Location
- Lutherville-Timonium, MD, US
Will Kelly Work
- 2023 - now Managing Director @
- 2019 - 2024 Vice President @ Goldman Sachs Personal Financial Management
- 2012 - 2020 Registered Representative @ Cetera Advisor Networks LLC
- 2012 - 2019 Managing Director @
- 1999 - 2011 Senior Vice President @ Harold C. Brown & Co. LLC
Will Kelly Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ (Financial Planning and Services)
2001 - 2005 - Ithaca College
Bachelor’s Degree
1984 - 1988 - University of Delaware 1983 - 1984
- Byram Hills High School, Armonk, NY 1979 - 1983
Will Kelly Skills
- Leadership
- Estate Planning
- Financial Advisory
- High Net Worth Individuals
- Wealth Management
- Business Development
- Investments
- Risk Management
- Public Speaking
- Financial Life Management
- Finance
- Behavioral Finance
- Retirement Planning
- Strategic Planning
- Asset Allocation
- Financial Services
- Asset Protection
- Securities
- Financial Planning
- Investment Management
Will Kelly Summary
- Will Kelly, based in Lutherville-Timonium, MD, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Will Kelly brings experience from previous roles at Goldman Sachs Personal Financial Management, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC and Harold C. Brown & Co. LLC. Will Kelly holds a 2001 - 2005 CERTIFIED FINANCIAL PLANNER™ in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, High Net Worth Individuals, Wealth Management and more. Will Kelly has 1 emails and 3 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
Stephen Bauer
Managing Director - Head of Office
Spring, TX, US
David Pilaitis
Managing Director
West Deptford, NJ, US
Will Kelly
Managing Director
Lutherville-Timonium, MD, US
Terri Ward
Managing Director and Wealth Advisor
Nashville, TN, US
Derek McCauley
Vice President, Head of Integration and Programs
Newport Beach, CA, US
Konrad Brown
VP- Wealth Advisor
Florida, United States
Catherine Humbert
Managing Director
Seattle, WA, US
Ted Baker
Managing Director
Moline, IL, US
Charlie York
Managing Director
Washington, DC, US
Peter Vargas
Chief Executive Officer
New York, NY, US
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