Inside Kelly Financial

Kelly Financial Services, LLC

Every member of Kelly Financial Services is focused on offering exceptional service while assisting clients and families to potentially increase, preserve and bequeath assets.

KELLY KELLY

President & Chief Executive Officer

Kelly Kelly is president of Kelly Financial Services. She founded the business with her late husband, William A. Kelly, in 2003. A native of Georgia, Kelly began her involvement in business early. By age 15, she was already doing accounting work for her family’s John Deere dealership.

Kelly earned a bachelor’s degree in business administration from Valdosta State University and worked for a large marketing services firm that specialized in financial institutions. She also founded and ran a successful gourmet specialty food business for more than 10 years. Kelly holds life insurance licenses in Massachusetts, Rhode Island, New Hampshire, Connecticut, Florida and Arizona.

At Kelly Financial, Kelly and Bill oversaw the business side by side for 16 years. She has served as marketing director, built the company’s call center and, since 2007, has been the chief executive officer.

When not running Kelly Financial, Kelly devotes her time to charitable institutions that she and Bill long supported together. She loves tennis and baseball and, most of all, spending time with her children, William and Mary Madeline.

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Client Experience Team

mike-doucette

Michael Doucette

Chief Operating Officer


greg-murra

Greg Murray

Investment Advisor
Senior Vice President &
Chief Compliance Officer
ken

Ken O'Connor

Investment Advisor
CERTIFIED FINANCIAL PLANNERTM

ward

Ward Johnson

Investment Advisor
CERTIFIED FINANCIAL PLANNERTM
marykelly

Mary Madeline Kelly

Service Advisor

harrison

Harrison Boehm

Service Advisor

Client Service Care Team

michelle

Michelle Overstreet

Client Service Manager
carter-harwell

Carter Harwell

Client Service Associate
kayla

Kayla Overstreet

Client Care Associate
melanie

Melanie Harizanov

Client Care Associate

jim

Jim Freeman

Director of Client Engagement
stephanie

Stephanie Hunter

Director of Finance & Controller
denise

Denise Fox

Assistant Controller