Jr. Cfp® Mike Kelly

Mike Kelly, Jr. CFP® serves as Executive Vice President and Chief Operating Officer at Kelly Insurance & Investments, Inc. and Kelly Financial Advisors, LLC since May 2015, where the focus is on providing comprehensive solutions in personal and commercial insurance. Prior roles include Registered Representative at Triad Advisors and Investment Advisor Representative at multiple firms, emphasizing financial planning, wealth protection, and charitable strategies. Mike's experience began as an Associate Sales Representative at Principal Financial Group and included leadership roles in Gamma Iota Sigma, where Mike founded the Lambda Chapter at the University of South Carolina. Educational achievements include a Bachelor of Science in Finance with a focus on Investments, Risk Management, and Insurance from the University of South Carolina.