About Our Firm

Here’s our story. We look forward to hearing yours.


Investment Advisor

Ken O’Connor is a CERTIFIED FINANCIAL PLANNERTM and also an Investment Advisor at Kelly Financial Services.

Ken is a licensed Investment Advisor Representative and insurance producer. He also holds a certificate in financial planning from Boston University.

A lifelong resident of greater Boston, Ken graduated from Suffolk University with a degree in accounting and began his career in asset and wealth management.

Ken has held leadership positions as head of Mutual Fund Performance & Analytics for Columbia Funds, and senior business manager for an institutional investment adviser at Bank of America. More recently he was a financial advisor with Edward Jones and Citizens Investment Services.

Having witnessed severe disruptions in the marketplace during his career, Ken is passionate about assisting people with their retirement goals while striving to ensure clients are comfortable with the financial planning process.

Ken and his wife live on the North Shore and they enjoy golfing, travelling and visiting Cape Cod.