Kevin Kelly LegacyAdvisor
New member
I’m Kevin Kelly, a Legacy Advisor and co-founder of Legacy Capital Advisors, LLC. My goal is to help individuals and families create financial strategies that do more than just grow wealth—they build legacies that will stand the test of time.
Over the years, I’ve come to believe that financial planning isn’t just about accumulating wealth. It’s about creating a life of security, fulfillment, and legacy for you and the people you care about most. I work with clients to design financial strategies that reflect their values and personal goals, ensuring that each step you take today brings you closer to the future you envision.
My career began in the financial world with a role at a Fortune 250 company, where I gained invaluable experience in asset management, tax strategies, and risk management. I quickly learned that successful financial planning is a holistic process. It’s about addressing all aspects of your financial life—whether it’s managing investments, reducing taxes, protecting assets, or planning for the future.
What excites me most about being a Legacy Advisor is the opportunity to create custom solutions for each client. I’ve always believed that financial planning should be personal. Your goals are unique, and your plan should reflect that.
To offer the best possible advice, I hold a range of professional qualifications, including FINRA Series 7 and Series 66 registrations, which allow me to offer comprehensive investment advisory services. I also hold licenses in Life, Health, Disability, and Long-Term Care Insurance, which equips me to address every aspect of your financial plan with a full range of solutions.
However, it’s not just about credentials. My real strength lies in my ability to understand the bigger picture. I take the time to truly listen to your needs and ensure that every piece of your financial puzzle fits together perfectly.
Before entering the financial world, I served in the U.S. Army after earning a Bachelor of Arts from the University of Connecticut. My military service instilled in me a sense of discipline, leadership, and service to others. These values have shaped the way I approach my work as a financial advisor. Just as I served my country with commitment, I serve my clients with the same level of responsibility, ensuring that your financial plan is built on a foundation of trust, integrity, and careful consideration.
I believe in the importance of continuous learning. After completing my undergraduate studies, I earned an MBA from Mercer University, which equipped me with the technical knowledge necessary to navigate the complexities of financial planning. The world of finance is constantly evolving, and I’m committed to staying up to date on the latest tools and strategies to ensure that my clients receive the best possible advice.
Above all, my family has always been at the center of everything I do. I’ve been married for 27 years to my wonderful wife, and together we have four children. Being a husband and father has taught me the importance of planning for the future—not just for yourself, but for the generations that will follow.
This personal understanding drives my approach to financial planning. When I help clients create their financial strategies, I see it as more than just securing their future—it’s about protecting their family’s legacy and ensuring that future generations are taken care of.
At Legacy Capital Advisors, our approach to financial planning is personal, collaborative, and forward-thinking. I take the time to get to know my clients and their goals, and I craft a customized plan that addresses both immediate needs and long-term aspirations.
If you’re looking for a financial advisor who is dedicated to helping you build a legacy that will last for generations, I would be honored to partner with you. Let’s start the journey today to secure your financial future and build a legacy that reflects your values and vision for the future.
A Focus on What Matters Most to You
Over the years, I’ve come to believe that financial planning isn’t just about accumulating wealth. It’s about creating a life of security, fulfillment, and legacy for you and the people you care about most. I work with clients to design financial strategies that reflect their values and personal goals, ensuring that each step you take today brings you closer to the future you envision.
The Foundation of My Career
My career began in the financial world with a role at a Fortune 250 company, where I gained invaluable experience in asset management, tax strategies, and risk management. I quickly learned that successful financial planning is a holistic process. It’s about addressing all aspects of your financial life—whether it’s managing investments, reducing taxes, protecting assets, or planning for the future.
What excites me most about being a Legacy Advisor is the opportunity to create custom solutions for each client. I’ve always believed that financial planning should be personal. Your goals are unique, and your plan should reflect that.
Qualifications That Matter
To offer the best possible advice, I hold a range of professional qualifications, including FINRA Series 7 and Series 66 registrations, which allow me to offer comprehensive investment advisory services. I also hold licenses in Life, Health, Disability, and Long-Term Care Insurance, which equips me to address every aspect of your financial plan with a full range of solutions.
However, it’s not just about credentials. My real strength lies in my ability to understand the bigger picture. I take the time to truly listen to your needs and ensure that every piece of your financial puzzle fits together perfectly.
The Military Influence: Leadership with Purpose
Before entering the financial world, I served in the U.S. Army after earning a Bachelor of Arts from the University of Connecticut. My military service instilled in me a sense of discipline, leadership, and service to others. These values have shaped the way I approach my work as a financial advisor. Just as I served my country with commitment, I serve my clients with the same level of responsibility, ensuring that your financial plan is built on a foundation of trust, integrity, and careful consideration.
Lifelong Learning: Staying Ahead for You
I believe in the importance of continuous learning. After completing my undergraduate studies, I earned an MBA from Mercer University, which equipped me with the technical knowledge necessary to navigate the complexities of financial planning. The world of finance is constantly evolving, and I’m committed to staying up to date on the latest tools and strategies to ensure that my clients receive the best possible advice.
A Family-Focused Approach
Above all, my family has always been at the center of everything I do. I’ve been married for 27 years to my wonderful wife, and together we have four children. Being a husband and father has taught me the importance of planning for the future—not just for yourself, but for the generations that will follow.
This personal understanding drives my approach to financial planning. When I help clients create their financial strategies, I see it as more than just securing their future—it’s about protecting their family’s legacy and ensuring that future generations are taken care of.
Let’s Build Your Legacy, Together
At Legacy Capital Advisors, our approach to financial planning is personal, collaborative, and forward-thinking. I take the time to get to know my clients and their goals, and I craft a customized plan that addresses both immediate needs and long-term aspirations.
If you’re looking for a financial advisor who is dedicated to helping you build a legacy that will last for generations, I would be honored to partner with you. Let’s start the journey today to secure your financial future and build a legacy that reflects your values and vision for the future.