Kevin Kelly: Principal and Owner of Kevin Paul Kelly & Associates.
Kevin Paul Kelly is Principal and Owner of Kevin Paul Kelly & Associates, a financial planning firm who supervises offices in Indiana, Michigan, New York, New Jersey, Pennsylvania, and Vermont through Financial West Group. Mr. Kelly received his law degree in 1980 from Wayne State University Law School and practiced law in the Detroit area before moving to Traverse City in 1981. Mr. Kelly's law practice specialized in taxation, estate planning, trusts, wills and business law. Mr. Kelly has been a member of the State Bar of Michigan since 1980, and a member of both the Estate Planning Section of the State Bar as well as the Estate Planning Council of Northern Michigan.
In 1981 Mr. Kelly expanded his business to include financial planning for individuals. Mr. Kelly became a Certified Financial Planner, in 1983. Mr. Kelly is a Registered Principal with Financial West Group (member FINRA and SIPC) and is a Registered Investment Advisor. Mr. Kelly oversees the management of over $100,000,000 of client assets with over 400 clients throughout the United States.
Mr. Kelly has taught courses on estate planning, investing, mutual funds and financial planning at Northwestern Michigan College since 1984. Mr. Kelly has spoken to numerous groups, including the American Medical Association and the State Bar of Michigan, and has given numerous seminars and workshops on financial planning and related topics.
Kevin Paul Kelly, JD, CFP Registered Principal
KEVIN PAUL KELLY & ASSOCIATES