Daniel Kelly, Cebs, Cfp (R) Email & Phone Number

St. Petersburg, Florida, Us

Financial Planner

Provide tax and planning advice to financial advisors working on behalf of several large brokerage firms.

Columbia, Md, Us

St. Petersburg, Florida, Us

Arlington, Va, Us

Woodbridge, Va, Us

Advise and develop customized financial solutions for service members via 1:1 consultations, training seminars, workshops, and briefings. Help clients minimize money related stress and achieve their unique financial goals by providing expertise and ongoing support for making the optimal decisions regarding their finances.

Retirement plan presenter for Fidelity Investments.

Traveled with family to Brazil, volunteering for various non-profit organizations. Also studied and learned Portuguese, investigated franchise opportunities, explored work in the Brazilian financial services industry, and participated in the International Board of Certified Financial Planner (IBCFP) Society in Brazil.

Assist non-members in achieving their financial goals by offering a wide range of financial products and services. Conduct thorough examination of the member's personal financial profile and offer a fee-based financial advisory solution that will benefit their specific needs. Conduct financial planning seminars to attract clients and generate new business.

New York, Ny, Us

Responsible for overseeing compliance for all registered representatives in the regional office. Assure compliance with company procedures, Federal Securities and State Insurance regulations. Series 24, General Securities Principal license.Provide counseling to TIAA-CREF participants on investment asset allocation, income payout options, investment product selection, tax and estate planning. Counsel employees at Johns Hopkins University and the University System of Maryland. Develop close working relationships with the Human Resource administrators I serve. Conduct group presentations and community seminars to participants, and prospective participants, on investment and retirement planning topics. Present to Human Resource administrative staff on their Defined Contribution retirement plan and address service concerns. Participate in various projects related to community seminars, high accumulators, Financial Plan Services, IRA Outreach, Advice software. Train regional office staff as lead expert on the use of Financial Plan Services, Ibbotson Advice software and compliance related matters. Continuously involved in ways to improve my skills and knowledge. Completed classes in "Project Management", "Coaching", "Delegating", "Giving and Receiving Feedback", "Effective Presentations Skills" and "Professional Selling Skills".

Provide personal financial planning to clients. Analyze a client's finances and suggest appropriate action to reach pre-determined economic goals. Primary emphasis placed on selecting investment instruments that matched the time horizon and risk-tolerance level of each client. Develop financial plans using Financial Profiles* software with the expressed purpose of highlighting strengths and weaknesses of a client's current financial situation. Topics discussed include cash flow analysis, retirement planning, estate planning, tax planning and use of employee benefits programs. Sell commissioned products and promote the use of a fee-only asset management service.

Boston, Ma, Us

Masters Of Science (Ms), Financial Planning

Bachelors Of Science (Bs), Economics