Daniel Kelly, Cebs, Cfp (R)
AeroLeads people directory · profile

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

Financial Planner at Raymond James
Location: Martinsburg, West Virginia, United States 13 work roles 2 schools
1 work email found @raymondjames.com 3 phones found area 727 and 407 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@raymondjames.com
Direct phone (727) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Financial Planner
Location
Martinsburg, West Virginia, United States
Company size
5 employees

Who is Daniel Kelly, Cebs, Cfp (R)? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Kelly, Cebs, Cfp (R) is listed as Financial Planner at Raymond James, a company with 5 employees, based in Martinsburg, West Virginia, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, 407, and a matched LinkedIn profile for Daniel Kelly, Cebs, Cfp (R).

Daniel Kelly, Cebs, Cfp (R) previously worked as Raymond James at Raymond James and Tax Desk- Financial Advisor - Contractor at Experis/Manpower Group. Daniel Kelly, Cebs, Cfp (R) holds Masters Of Science (Ms), Financial Planning from College For Financial Planning.

Company email context

Email format at Raymond James

This section adds company-level context without repeating Daniel Kelly, Cebs, Cfp (R)'s masked contact details.

*@raymondjames.com
68% confidence

AeroLeads found 1 current-domain work email signal for Daniel Kelly, Cebs, Cfp (R). Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Daniel Kelly, Cebs, Cfp (R)

dmk1019999@yahoo.com phone 443-538-2725Over 20 years experience working for two Fortune 100 financial services companies.Seeking financial advisory and relationship management opportunities that leverage my knowledge and experience in the field. I apply my industry knowledge and consultative selling skills as a financial advisor to achieve corporate and personal goals. My efforts were instrumental in combating competitive threats to our market share. Over a 14 year period at TIAA-CREF I helped them maintain a 90% market share of the Maryland Optional Retirement Plan assets.Worked closely with TIAA-CREF marketing department in developing marketing plans, customize enrollment kits, seminar invitations and mailings to target markets served. Skilled presenter with years of experience presenting seminars to large audiences on a variety financial planning related topics such as, investments, income options, retirement and estate planning. I enjoy educating client's on how they can achieve their financial planning goals.Developed close working relationships with senior administrators by consistently building strong connections with staff and faculty. Keen interest in providing a memorable level of service to clients. Enjoy being viewed as the "go-to" person for client answers or problem resolution.Supervised the TIAA-CREF Baltimore Regional Office on branch office compliance issues. Participated on teams designed to promote the use of Financial Planning Services and Ibbotson Asset Allocation Advice software. Completed coursework in project management and obtained an Associate Certificate in Project Management from ESI International.Specialties: Asset management, asset allocation, relationship management, benefits administration, coaching, counseling, compliance, problem resolution, financial planning, Microsoft Office, seminar presentations, mentoring, project management, sales, securities, insurance, estate and tax planning.

Listed skills include Insurance, Retirement Planning, Employee Benefits, Wealth Management, and 24 others.

Current workplace

Daniel Kelly, Cebs, Cfp (R)'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Financial Planner
Toronto, ON
Website
raymondjames.ca
Employees
5
AeroLeads page
Company profile
View company profile Email format
13 roles

Daniel Kelly, Cebs, Cfp (R) work experience

A career timeline built from the work history available for this profile.

Raymond James

Current
Raymond James

St. Petersburg, Florida, US

Financial Planner

Nov 2023 - Present

Tax Desk- Financial Advisor - Contractor

Experis/Manpower Group

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

Sep 2022 - May 2023

Personal Financial Counslor

Zeiders Enterprises, Inc.

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.

Sep 2012 - Aug 2015

Benefits Consultant (Contract)

Retirement Educators, Inc.

Retirement plan presenter for Fidelity Investments.

Jun 2012 - Nov 2012

Available For New Opportunities.

.
Jan 2012 - Jun 2012

.

Career Note.

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.

Feb 2010 - Jan 2012

Sr. Financial Advisor

United Nations Federal Credit Union

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.

Nov 2008 - Jun 2009

Sr. Individual Consultant, Compliance Manager

Tiaa-Cref

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.

Feb 1994 - Oct 2008

Certified Financial Planner (Tm) Sole Practitioner

Daniel M. Kelly, Cfp®

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.

Aug 1992 - Feb 1994
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

SG Stephanie Gildemeister Stephanie Gildemeister Colleague at Raymond James Kewaunee, Wisconsin, United States, United States View → JM Justin Myalil Justin Myalil Colleague at Raymond James St Petersburg, Florida, United States, United States View → BL Brenner Levin Brenner Levin Colleague at Raymond James New York, New York, United States, United States View → JG John Gusu Aif® Aams™ Cima® John Gusu Aif® Aams™ Cima® Colleague at Raymond James Greater Seattle Area, United States, United States View → TF Trey Fisher Trey Fisher Colleague at Raymond James Greater Tampa Bay Area, United States, United States View → JH Jordan Holderman Jordan Holderman Colleague at Raymond James Clearwater, Florida, United States, United States View → JH Jade Hugee Jade Hugee Colleague at Raymond James Tampa, Florida, United States, United States View → SP Suraj Patel, Cfa Suraj Patel, Cfa Colleague at Raymond James New York City Metropolitan Area, United States, United States View → CR Clint Roberts, Aams Clint Roberts, Aams Colleague at Raymond James Greater Houston, United States, United States View → KB Kayla Byler, Cfp®, Cepa, Aif® Kayla Byler, Cfp®, Cepa, Aif® Colleague at Raymond James Nashville, Tennessee, United States, United States View →
2 education records

Daniel Kelly, Cebs, Cfp (R) education

Masters Of Science (Ms), Financial Planning

College For Financial Planning

Bachelors Of Science (Bs), Economics

Southern Connecticut State University
FAQ

Frequently asked questions about Daniel Kelly, Cebs, Cfp (R)

Quick answers generated from the profile data available on this page.

What company does Daniel Kelly, Cebs, Cfp (R) work for?

Daniel Kelly, Cebs, Cfp (R) works for Raymond James.

What is Daniel Kelly, Cebs, Cfp (R)'s role at Raymond James?

Daniel Kelly, Cebs, Cfp (R) is listed as Financial Planner at Raymond James.

What is Daniel Kelly, Cebs, Cfp (R)'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Daniel Kelly, Cebs, Cfp (R) at Raymond James.

What is Daniel Kelly, Cebs, Cfp (R)'s phone number?

AeroLeads has found 3 phone signal(s) with area code 727, 407 for Daniel Kelly, Cebs, Cfp (R) at Raymond James.

Where is Daniel Kelly, Cebs, Cfp (R) based?

Daniel Kelly, Cebs, Cfp (R) is based in Martinsburg, West Virginia, United States while working with Raymond James.

What companies has Daniel Kelly, Cebs, Cfp (R) worked for?

Daniel Kelly, Cebs, Cfp (R) has worked for Raymond James, Experis/Manpower Group, Fai Wealth Management, Raymond James Financial, Inc., and Armed Forces Services Corporation.

Who are Daniel Kelly, Cebs, Cfp (R)'s colleagues at Raymond James?

Daniel Kelly, Cebs, Cfp (R)'s colleagues at Raymond James include Stephanie Gildemeister, Justin Myalil, Brenner Levin, John Gusu Aif® Aams™ Cima®, and Trey Fisher.

How can I contact Daniel Kelly, Cebs, Cfp (R)?

You can use AeroLeads to view verified contact signals for Daniel Kelly, Cebs, Cfp (R) at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Daniel Kelly, Cebs, Cfp (R) attend?

Daniel Kelly, Cebs, Cfp (R) holds Masters Of Science (Ms), Financial Planning from College For Financial Planning.

What skills is Daniel Kelly, Cebs, Cfp (R) known for?

Daniel Kelly, Cebs, Cfp (R) is listed with skills including Insurance, Retirement Planning, Employee Benefits, Wealth Management, Financial Advisory, Asset Management, Management, and Asset Allocation.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.