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