Bryan Kelly

CFP®, CDFA™, APMA
Managing Partner

Bryan loves helping families and organizations find the balance of financial success and personal achievement. He believes effective financial planning can enable clients to feel personally fulfilled by helping them pursue their goals and passions. Bryan is continuously seeking out the most effective and intuitive financial planning resources.

After graduating magna cum laude from Lee University in 2000, Bryan started working as a financial advisor at Edward Jones. In 2009, he co-founded Tandem Financial Partners of Ameriprise Financial. In 2018, Bryan joined Raymond James and is looking forward to using the company’s advanced resources to help others achieve their purpose in life through effective financial planning. Bryan is a Certified Financial PlannerTM professional and is committed to meeting the board’s continuing education requirements and practicing with higher ethical standards.

Bryan has worked as a committee and board member for a variety of organizations, including ArtsBuild, the Chattanooga Symphony & Opera, the Chattanooga Theatre Centre, the Sculpture Fields at Montague Park, United Way of Chattanooga, and the Partnership for Families, Children and Adults. He’s also been a part of the Downtown Rotary Club of Chattanooga and is a trustee of The UNFoundation. Bryan is devoted to giving back and enjoys working with individuals who are similarly passionate about philanthropy and want to use their finances to have a positive impact on their family, faith, and community.

Born in Phoenix, Bryan lives in Chattanooga with his wife, Mindy, and their adorable dogs, Biscuit and Gravy. He’s an Air Force brat who’s lived in numerous places, from California to Portugal. When he’s not in the office, Bryan can be found cooking delectable dishes and making bourbon cocktails. He also enjoys traveling, watching movies and completing escape rooms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP Certified Financial Planner™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.