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.



President & Chief Executive Officer

Kelly Kelly is president and chief executive officer 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 was subsequently named chief operating 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


Michael Doucette

Chief Operating Officer


Greg Murray

Investment Advisor
Senior Vice President &
Chief Compliance Officer

Greg Workman

Investment Advisor
Accredited Investment Fiduciary®
Long Term Care Professional
National Social Security Advisor Certificate Holder

Charles Gable

Financial Advisor


Tom Schlager

Financial Advisor / Insurance Specialist

Mary Madeline Kelly

Financial Advisor

Client Service Care Team


Michelle Overstreet

Client Service Manager

Carter Harwell

Client Service Associate

Kayla Overstreet

Client Care Associate


Jim Freeman

Director of Marketing