CONSORTIUM MEMBER SINCE 2013

Kevin Kelly

MBA

Legacy Capital Advisors, LLC
3715 Northside Pkwy NW
Building 300, Suite 600
Atlanta, GA 30327

Phone  |  404-267-1357
Fax  |  404-492-6865
E-mail  |  Kevin.Kelly@LegacyCapitalAdvisors.net
www.LegacyCapitalAdvisors.net


Member Profile

Client Vision

Kevin has worked in the financial services industry since 2007. During this time, he has enjoyed working with families and individuals offering holistic financial planning, concentrating on asset management, legacy planning, tax reduction strategies and insurance analysis.


Areas of Expertise

 

  • Financial Planning
  • Asset Management
  • Legacy Planning

 


Education/Certification

 

  • Master of Business Administration (MBA), Mercer University
  • Bachelor of Arts, University of Connecticut

 


Outside The Office

In addition to his financial planning practice, Kevin served as Chair of his church Finance Committee. Kevin was commissioned as an Army officer through the R.O.T.C. program. He served more than eight years and was a Captain during company command at Fort Hood, Texas. Kevin and his wife have four children. They are active in their church and their community with lots of outdoor activities, especially their love of soccer.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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