The Story Behind Apollo Wealth Advisors in Montgomery & Bucks County, PA

A Passion For Helping Individuals and Families Navigate the Complexities of Finance

Thomas Kelly was first drawn to the financial industry when he was just 12 years old, when he regularly watched Financial News Network, an economy and business focused television network. After working in sales for several years, he realized he could combine his knowledge of the financial services industry with his passion for working with and helping people.

Thomas entered the financial services industry in 1999, working first with First Union Bank as a financial advisor and, following, at All State. Additionally, he spent five years with Citizen’s Bank as a financial advisor. Though he enjoyed working with his clients, he believed he couldn’t provide the best service with a large wirehouse, as he was only able to offer proprietary products. In order to work with clients without any conflicts of interest or quotas, he transitioned into independence with the support of broker-dealer LPL Financial.

Today, with more than 17 years of experience, Thomas is passionate about helping individuals and families in his local community in Colmar, Pennsylvania, and the greater Philadelphia area. He frequently travels to his clients’ homes or offices for their convenience. He hopes that by working closely with clients and understanding their individual needs, he can help them and serve as a trusted source for information regarding financial planning and retirement strategies, investing, and preserving assets. He is dedicated to building long-lasting relationships with his clients and empowering them with the knowledge that may help them invest wisely and preserve their wealth as they approach and live in retirement.