D: 256.713.2669 | F: 256.533.1165
101 Monroe St. NE | Huntsville, AL 35801
Kelly joined the Firm in 2013 and is a Member in the Warren Averett Asset Management Division. Kelly’s primary responsibilities include developing personal and corporate relationships for the Firm. In addition, he develops comprehensive strategies with these clients that focus first on protection of assets, risk management and generational wealth transfer. With more than 20 years of experience in the financial services industry, Kelly has extensive experience serving clients in the private and public sectors, as well as providing financial planning and asset management along with other financial related services for families and individuals. Kelly resides in Huntsville with his wife and their three children. Kelly and his wife enjoy being involved in numerous civic and community activities throughout Huntsville and surrounding areas.

Education

Bachelor of Science in Management and Human Relations Trevecca Nazareen University, Nashville, TN

Master in Business Administration Middle Tennessee State University, Murfreesboro, TN

Community Involvement

  • Huntsville Madison County Botanical Garden Advisory Board

Ask Me About

  • How to protect the assets you have accumulated during your life of work
  • Learning how to be certain that you and your family have all the protection in place upon any unfortunate event that life may bring your way
  • How to manage corporate of family budgeting, debt management and structure and cash flow teams
  • My passion for servant leadership
  • How exercise has further developed my determination and consistency
  • Growing up as the son of a Baptist preacher
  • How spending time with my family has become one of the best things life has to offer