Kevin Kelly is originally from Montgomery County, Maryland. He earned a Bachelor of Science degree in Business Administration with a concentration in Finance and Financial Planning from Winthrop University in South Carolina. Winthrop University has one of the top nationally ranked programs in financial planning. Throughout his education, Kevin completed coursework such as Principles of Financial Planning, Financial Plan Development, Investment Management, Employee Benefits and Retirement Planning, Introduction to Tax, and Estate Planning. Currently, he is preparing for the last course of the CFP® curriculum—Insurance and Risk Management. He will then begin preparation for the CFP® certifi

Kevin Kelly
Wealth Advisor
Hergenroeder Financial Advisors Inc
United States, District of Columbia, Washington
About Me
Profile Information
Wealth Advisor
Hergenroeder Financial Advisors Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
District of Columbia
United States
Aug 2, 2024
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