Brian Kelly
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Kelly
In an ever changing world, it is important to stay on the top of the field and develop…
Experience
Financial Professional
Jan 2020 — Present
Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
Education
University of Houston
BA, Psychology, Minor in Business Administration
2001 — 2005
Skills
- Education Planning Strategies
- Business Strategies
- Employee Benefits
- Estate Planning Strategies
- Executive Benefits Strategies
- Financial Strategies
- Insurance Strategies
- Ira Distribution Planning
- Long-Term Care Planning Strategies
- Pension Distribution Planning
- Retirement Planning Strategies
- Social Media
- Tax-Efficient Investing Strategies
- Wealth Accumulation
- Wealth Preservation Strategies
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