Experienced Financial Advisors in Montgomery & Bucks County

 

Thomas Kelly

Wealth Advisor

(215) 996-9920

thomas.kelly@lpl.com

Thomas Kelly is an independent financial advisor supported by broker-dealer LPL Financial. With more than 20 years of experience in the financial services industry, Thomas offers comprehensive financial planning and investment...

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Sharon Heller

Client Services Representative

215-996-9920

sharon.heller@apollowealthadvisors.net

Sharon Heller brings many years experience in the client relations and has managed customer service for a national company.  Sharon enjoys hiking with her family and Goldendoodle.
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