Dan Kelly joined Raymond James & Associates three decades ago at the urging of a friend: Tom James, the firm's chairman and CEO. And Dan's enthusiasm for his practice and devotion to his clients has not lagged a day since. He focuses his extensive investment knowledge and considerable industry experience on guiding clients through all facets of financial planning. He holds a Wealth Management Specialist (WMS) designation and is particularly adept at designing broad wealth management strategies that look to the future by incorporating retirement concerns and legacy goals.
Dan is originally from the Chicago suburb of Franklin Park. He graduated from Iowa Wesleyan College in 1971 with a Bachelor of Science degree. Having played basketball for the college, he was the career leading scorer at the time of his graduation and was selected as an NAIA All American recipient. In October of 2009 he was inducted into the Iowa Wesleyan College Athletic Hall of Fame.
During the 30-plus years Dan has lived in the Tampa Bay area, he has dedicated himself to community involvement having served numerous local organizations and nonprofit groups. Dan and his wife Debbie have been married for over 40 years. They have a son, Sean, Senior Vice President, Investments, Managing Director, who is a partner in the practice and three grandchildren, Declan, Riley and Kieran.