
Ryan Kelly,
CFP®, AAMS™ Financial AdvisorWith more than 21 years of experience in financial planning and investment management, Ryan Kelly has the accumulated knowledge and perspective to help you with your financial goals. Ryan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ryan will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Ryan endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Ryan designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Ryan puts it into action and seeks opportunities to adapt to life changes and new goals.
Ryan graduated from Appalachian State University with a degree in business administration and has also earned the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation from the College for Financial Planning. Today, Ryan provides financial and estate planning using equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
Away from the office, Ryan is the president of SoDu IronDawgs youth baseball club and is a member of the First Baptist Church of Durham. He and his wife Gretchen reside in Durham, and have two children, Hudson and Nora.