Joseph Kelly
Wealth Management Investment Strategist @Henderson Brothers, Inc.
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WORK HISTORY
Wealth Management Investment Strategist @Henderson Brothers, Inc.
Pittsburgh, PA, US
Creating an allocation for your investment portfolio is the most important step in ensuring that your savings work towards your financial goals.As an expert in financial research, portfolio management, investment consulting, and wealth planning, I partner with our team\'s professionals to execute investment strategies that assist clients in reaching their objectives.Securities and Retirement Plan Consulting Program services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact and Personal Info\' section above. Other advisory services offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.The financial professionals associated with LPL Financial 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.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
EDUCATION
Ohio University
Bachelor of Business Administration - BBA, International Business
ABOUT JOSEPH KELLY
Wealth Management Investment Strategist at Henderson Brothers, Inc.
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