Kevin Kelly

Managing Partner at Legacy Capital Advisors

Prior to co-founding Legacy Capital Advisors, LLC, Kevin was associated with a Fortune 250 Company as a Financial Advisor, where he performed holistic financial planning, concentrating on asset management, tax reduction strategies, legacy planning, and insurance analysis. Kevin holds FINRA registrations Series 7 and Series 66, as well as Life, Health, Disability and Long Term Care insurance licenses.

Kevin graduated from the University of Connecticut with a Bachelor of Arts degree and completed his Masters in Business Administration at Mercer University. He was commissioned as an Army officer through the R.O.T.C. program. He served more than eight years and resigned as a Captain after company command in Fort Hood, Texas.

Timeline

  • Managing Partner

    Current role