Calvin Kelly Financial Planning

Financial Advisor @MassMutual

Birmingham, AL, US
MOBILE NUMBERS
+12•••••••45

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WORK HISTORY

Jul 2012 — Present

Financial Advisor @MassMutual

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Birmingham, AL, US

Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in Alabama, California, Colorado, Virginia, Florida, Georgia, Maryland, Michigan, North Carolina, South Carolina, Mississippi, Pennsylvania, Tennessee, Texas, and Washington, as well as securities in Alabama. I am a registered representative and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC Supervisory address: 1050 Crown Pointe Parkway, Suite 1800 Atlanta, GA 30338, 77••••••49. MassMutual refers to Massachusetts Mutual Life Insurance Company.MassMutual refers to Massachusetts Mutual Life Insurance Company.

EDUCATION

1979 — 1983

Southwestern Baptist Theological Seminary

DMin, Church and Proclamation

1976 — 1979

Southwestern Baptist Theological Seminary

MDiv, Theology, New and Old Testament, Philosophy, Greek and Hebrew

1971 — 1975

Mississippi State University

BS, Communications

SKILLS

Change ManagementConflict ResolutionResearchVolunteer ManagementConferencesSalesDisability InsuranceProgrammingFundraisingExecutive CoachingStrategyMarketing StrategyTeam BuildingMentoringNonprofitsTeachingCommunity OutreachInsuranceSupervisory SkillsGenuineProblem SolvingLong-Term Customer RelationshipsOrganizational DevelopmentEntrepreneurshipCustomer ServiceStrategic ThinkingProcess ImprovementBudgetingCustomer RelationsNon-ProfitsTeam LeadershipCoachingLeadershipFinanceComplexity ReductionManagement ConsultingClient Relations SkillsRetirementFinancial ServicesBudgets

ABOUT CALVIN KELLY FINANCIAL PLANNING

Preparing for that next step in life isn’t always easy. My combination of…

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