Granite Harbor Advisors
Tom Kelley, MBA, currently serves as a Wealth Advisor at Granite Harbor Advisors since April 2024, focusing on personalized wealth management. Prior experience includes roles as a Financial Consultant at Fidelity Investments from November 2021 to April 2024 and as a Financial Representative at Northwestern Mutual from March 2015 to November 2021. Earlier career positions include Sales at Kelligent, Account Executive in outside sales at Electra Link, and Business Systems Analyst at Kelman Technologies, where responsibilities encompassed admin, HR, AP/AR, payroll, sales support, and data processing. Tom Kelley earned an MBA in Finance from the University of Houston-Victoria and a BBA in Finance and MIS from Baylor University.
This person is not in the org chart
This person is not in any teams
Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.