Our goal is to make investing and financial planning as easy as possible and to help our clients get the most out of planning strategies. We strive to develop partnerships and close friendships with each client we serve. Providing quality service is what separates the truly outstanding investment professional from all others," explains Mark D. Kelly, a branch manager and financial consultant with Raymond James Financial Services and president of Mark Kelly, LLC in Pewaukee, WI.
As Raymond James financial advisors we offer complete financial advice from investment planning to retirement and estate planning. We use investment and asset allocation strategies designed to help clients achieve their goals in strong and weak economic cycles.
We recognize the tremendous amount of trust our clients give to us in providing our unbiased, professional advice and services. We want each client to be proud and feel good about their experience with us, knowing we are working diligently to help them reach their financial goals.
Mark D. Kelly is securities registered with RJFS and holds insurance licenses. He has been in the financial services industry since 1985. Prior to becoming branch manager at Raymond James Financial Services in Pewaukee WI, Mark was vice-president/investment officer with Dain Rauscher Inc. and Robert W. Baird. He is a native of Manitowoc, WI and earned his degree from Lakeland College in Sheboygan, WI.
In his free time Mark enjoys sports, particularly football and bicycling. Family, community, charitable and church activities play an important role in occupying much of the Kelly's leisure time.
Jenni A. Kotz is operations manager and a registered associate with RJFS. She is also a partner of Mark Kelly, LLC, which provides support services to Raymond James Financial Services in Pewaukee, WI.
Jenni has been in the securities industry since 1989 and has been a registered representative since 1992. She also holds an insurance license from the State of Wisconsin.
Jenni specializes in client relations and services.
She and her husband reside in Waukesha County. In her free time, Jenni enjoys gardening, outdoor activities, travel and spending time with her family.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.