Co Managing Partner
CurrentCo-Founder and Managing PartnerThe BLACKOAK Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors.
Jan 2020 - Present
AeroLeads people directory · profile
Austin Kelly Cfp®, Aif®, Cpfa Email & Phone Number
Co Managing Partner
at
The BlackOak Group LLC
1 work email found
@axa-advisors.com
9 phones found area 716, 617, 704, and 603
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co Managing Partner
Location
Buffalo, New York, United States
Who is Austin Kelly Cfp®, Aif®, Cpfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Austin Kelly Cfp®, Aif®, Cpfa is listed as Co Managing Partner at The BlackOak Group LLC, based in Buffalo, New York, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 716, 617, 704, 603, and a matched LinkedIn profile for Austin Kelly Cfp®, Aif®, Cpfa.
Austin Kelly Cfp®, Aif®, Cpfa previously worked as CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors and President and CCO at Milestone Wealth, Llc. Austin Kelly Cfp®, Aif®, Cpfa holds Certificate, Retirement Planning from The Wharton School.
Company email context
Email format at The BlackOak Group LLC
This section adds company-level context without repeating Austin Kelly Cfp®, Aif®, Cpfa's masked contact details.
*@axa-advisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Austin Kelly Cfp®, Aif®, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Austin Kelly Cfp®, Aif®, Cpfa
Providing consultation and financial market expertise to business leaders and decision makers.
Listed skills include Estate Planning, Investments, Employee Benefits, Finance, and 11 others.
Current workplace
Austin Kelly Cfp®, Aif®, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Austin Kelly Cfp®, Aif®, Cpfa work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™ Professional
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
President And Cco
Milestone Wealth, Llc
Managing operations and Advising long term clients on asset allocation and security selection.
Jul 2023 - Dec 2024
Cfp® And Certified Financial Planner™
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
Mar 2006 - Jan 2020
Vice President, Northeast Region
Responsible for recruiting, training and retaining advisors who were identified as having exceptional talent. Supported AXA initiatives to expand and train financial sales force associates.
Nov 2010 - Aug 2011
3 education records
Austin Kelly Cfp®, Aif®, Cpfa education
Certificate, Retirement Planning
The Wharton School
Certified Financial Planner, Finance
Bryant & Stratton College
Bachelor Of Science (Bs), Business Administration And Entrprenuership
Northeastern University
FAQ
Frequently asked questions about Austin Kelly Cfp®, Aif®, Cpfa
Quick answers generated from the profile data available on this page.
What company does Austin Kelly Cfp®, Aif®, Cpfa work for?
Austin Kelly Cfp®, Aif®, Cpfa works for The BlackOak Group LLC.
What is Austin Kelly Cfp®, Aif®, Cpfa's role at The BlackOak Group LLC?
Austin Kelly Cfp®, Aif®, Cpfa is listed as Co Managing Partner at The BlackOak Group LLC.
What is Austin Kelly Cfp®, Aif®, Cpfa's email address?
AeroLeads has found 1 work email signal at @axa-advisors.com for Austin Kelly Cfp®, Aif®, Cpfa at The BlackOak Group LLC.
What is Austin Kelly Cfp®, Aif®, Cpfa's phone number?
AeroLeads has found 9 phone signal(s) with area code 716, 617, 704, 603 for Austin Kelly Cfp®, Aif®, Cpfa at The BlackOak Group LLC.
Where is Austin Kelly Cfp®, Aif®, Cpfa based?
Austin Kelly Cfp®, Aif®, Cpfa is based in Buffalo, New York, United States while working with The BlackOak Group LLC.
What companies has Austin Kelly Cfp®, Aif®, Cpfa worked for?
Austin Kelly Cfp®, Aif®, Cpfa has worked for The Blackoak Group Llc, Equitable Advisors, Milestone Wealth, Llc, and Axa Advisors, Llc.
How can I contact Austin Kelly Cfp®, Aif®, Cpfa?
You can use AeroLeads to view verified contact signals for Austin Kelly Cfp®, Aif®, Cpfa at The BlackOak Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Austin Kelly Cfp®, Aif®, Cpfa attend?
Austin Kelly Cfp®, Aif®, Cpfa holds Certificate, Retirement Planning from The Wharton School.
What skills is Austin Kelly Cfp®, Aif®, Cpfa known for?
Austin Kelly Cfp®, Aif®, Cpfa is listed with skills including Estate Planning, Investments, Employee Benefits, Finance, Retirement, 401K, Qualified Retirement, and Insurance.
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