Amy Kelly
Founder | Wealth Advisor | Helping professionals plan for and pursue their financial goals for the next phase of life (a.k.a retirement!)
- Role
- Financial Professional at Prudential Advisors
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Amy Kelly
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to work towards but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals. The plan can then be implemented with me, other professionals, or a combination of both. Amy Kelly is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Kelly Wealth Advisors or Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Professional
Oct 2020 — Present
Education
Institute for Divorce Financial Analysts™
Certified Divorce Financial Analyst
2014
GSV Ventures
GSV Bootcamp Certified
2020
Ohio Wesleyan University
Bachelor of Arts, Economics Management
1993 — 1997
CFP Board
Certified Financial Planner
2003
Skills
- Certified Divorce Financial Analyst
- Wealth Management
- Certified Financial Planner
- Estate Planning
- Divorce Financial Planning
- Retirement Planning
- Investment Advisory
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