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 services to individuals and families, focusing on developing customized strategies that align with each client’s individual goals.
Thomas entered the industry in 1999, working with First Union Bank and Allstate. He worked for five years as a financial advisor with Citizen’s Bank. He transitioned into independence in order to provide more personalized service to his clients. He holds securities licenses 6, 7, 63, and 66 through LPL Financial.