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Jeff Kelley

1603 Carmody Ct Ste 300

Sewickley, PA

15143

Phone:

Email:

412-528-1937

Interests:

  • Spending time with his wife, Carol, family, and friends

  • Playing with his grandchildren

  • Being in the outdoors

  • Giving back to the community

Community Participation:

  • 2014 Chairman’s Award from Spina Bifida of Western Pennsylvania for volunteer of the year

  • Board of Directors for Wounded Warriors Hunting Camp

  • Fellowship of Christian Athletes

  •  Archery Board of Directors for North Side Sportsmen’s Association

Areas of Focus:

  •  Retirement Planning Strategies

  • Small Business

  • Estate Planning Strategies

  • Charitable Giving

  • Family Finances

Experience:

  • 32 years of service

Qualifications:

  • AAMS Accredited Asset Management Specialist

  • FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  •  Life, Accident, & Health Insurance Licenses   

Education:

  • Geneva College

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