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.