David Kelly, CFP® decided in 2011 to make a commitment to the Flint area and clients, in order to improve what is already a high standard of client service.
Joining Raymond James in March of 2011, with four prior years of experience in the investment business in Chicago, he has continued the Kelly family tradition of assisting Flint-area clients into a third generation, following in the footsteps of R.J. Kelly, III., and Ray Kelly.
In the years since joining Raymond James, he has continued his professional development to better serve his clients. In March 2014, he successfully completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is an extended training and examination in investments, tax planning, retirement, estate planning, insurance, employee benefit planning, fundamentals, and ethical consideration.
In October 2014, Dave was named to the Raymond James Chairman's Council*, the highest award for Raymond James' financial advisors. Following this, he was named to the Raymond James President's Council* in 2015, 2016, and 2017. Both recognitions are based on a combination of assets under management, professional training, and production.
In August of 2018, Dave was named to the Forbes list of "America's Top Next-Generation Wealth Advisors**." The Forbes ranking, developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms.
Dave, a graduate of Powers Catholic High School in Flint, was awarded a B.A. in Economics and Business at Kalamazoo College and played defensive end for four years on their football team.
Following graduation, he worked in the Chicago area, developing the financial strategies of individual client needs for Edward Jones, organizing and implementing long-term sales and marketing campaigns for the American College of Surgeons Mutual Fund and tailoring individual client portfolios using financial needs analysis for Fifth Third Bank.
He and his wife, Becky Thomson, Ph.D., were married in July 2016. They reside in Royal Oak, where Dave is an active member of St. Mary's Catholic Church.
When not working, he is an avid runner, having completed three marathons, and enjoys travelling, reading, exercising, and following the Detroit Pistons, Lions, and Tigers and Notre Dame football. To talk with Dave. about your investment goals and situation, or to have him review your current holdings, feel free to call or e-mail him for a no-obligation appointment.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.
** Forbes list of "America's Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018." Data provided by SHOOKTM Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018. For more information see SHOOKresearch.com. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. 1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.