B. Kelly Graves
Senior Vice President at Wealth Enhancement Group
- Role
- Financial Advisor at Wealth Enhancement
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About B. Kelly Graves
B. Kelly Graves is a North Carolina native and Senior Vice President at Wealth Enhancement Group. He earned a Bachelor’s degree in Accounting from Duke University and a Master of Business Administration degree from the University of North Carolina at Chapel Hill. Prior to entering the masters program at UNC, Kelly spent three years with Bank of America. After earning an MBA, he was employed by the consulting division of Accenture.Kelly received his Certified Financial Planner designation in 1985. He is past President of the Carolina’s Chapter of the Financial Planning Association and was elected to the National Board of the FPA in 1990. He was the ninth person in North Carolina admitted to the Registry of Financial Planning Practitioners.\"My clients take comfort in knowing that I have many years of experience to help guide them through their life changing moments.\"- Kelly GravesSpecialties: investment management, financial planning, retirement planningWealth Enhancement Group, Inc.4521 Sharon Rd. Suite 400Charlotte, NC 28••••••••06Kelly Graves is a Registered Representative with, and securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a Registered Investment Adviser. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
Experience
Financial Advisor
Dec 2021 — Present
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive financial planning and a commitment to long-term client relationships.
Education
The University of North Carolina at Chapel Hill
MBA, Finance
1980 — 1982
Duke University
AB, Accounting/Management Science
1973 — 1977
Skills
- 401k
- Financial Analysis
- Series 63
- Strategic Financial Planning
- Portfolio Management
- Asset Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Series 7
- Securities
- Estate Planning
- Investment Management
- Investment Advisory
- Financial Services
- Personal Financial Planning
- Certified Financial Planner
- Investments
- Iras
- Financial Planning
- Retirement Planning
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