Matt Kelly, Ricp
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Matt Kelly, Ricp Email & Phone Number

Executive Vice President -Retirement Income Planning at Lifetime Financial Growth
Location: Pittsburgh, Pennsylvania, United States 5 work roles 1 school
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Current company
Role
Executive Vice President -Retirement Income Planning
Location
Pittsburgh, Pennsylvania, United States
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Who is Matt Kelly, Ricp? Overview

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Matt Kelly, Ricp is listed as Executive Vice President -Retirement Income Planning at Lifetime Financial Growth, a with 475 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Matt Kelly, Ricp.

Matt Kelly, Ricp previously worked as Vice President & Executive Director -Retirement Income Planning at Lifetime Financial Growth and Senior Regional Vice President -Retirement Income Specialist at The Guardian Life Insurance Company Of America. Matt Kelly, Ricp holds Ba, Economics from Saint Vincent College.

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Lifetime Financial Growth

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About Matt Kelly, Ricp

/COMPLIANCE:2023-4443/

Listed skills include Mutual Funds, Fixed Annuities, Retirement Planning, Life Insurance, and 15 others.

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Matt Kelly, Ricp's current company

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Lifetime Financial Growth
Lifetime Financial Growth
Executive Vice President -Retirement Income Planning
Pittsburgh, PA, US
Employees
475
AeroLeads page
5 roles

Matt Kelly, Ricp work experience

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Vice President & Executive Director -Retirement Income Planning

Current

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 244 Boulevard of the Allies, Pittsburgh, PA 15222; Phone: (412) 391-6700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. AR Insurance License ID #8671907; CA Insurance License ID #4090332.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Feb 2020 - Present

Field Sales Associate

· Responsible for sales and marketing of mutual funds, variable annuities, life insurance, health insurance and banking products in a two state territory (Southern OH and Northern KY).· Motivate and encourage agents to write business in financial services products. Accountable for the company’s overall financial services production on an annual basis within territory.· Selling includes both wholesale and point of sale calls. · Named to Small Business Leaders Program for being a top producer of business retirement plans.· Named to State Farm’s Ambassador Travel Reward Trip; Ambassador Travel is rewarded to top producers in the company. · Member of State Farm Financial Services Advisory Board 2007.· In top 10% of 110 person sales force in 2006.· Increased overall commissions across product lines over 40% since taking over territory in November 2005.

Nov 2005 - Feb 2008

Senior Internal Sales Representative

·Responsibilities include relationship development, sales marketing, territory management, administration and scheduling. Partner with regional wholesalers to promote sales of retirement plans, variable annuities, mutual funds and separately managed accounts both in the field and over the phone.·Member of the Chairman’s Club, as Broker / Dealer Internal Wholesaler of the year in 2003, and received many accolades from wholesalers and management alike regarding hard work and knowledge of Federated’s products and services. ·Work in a territory covering a three state are (PA, NJ, WV and Eastern OH) responsible for over $300 million in yearly gross sales of both separately managed accounts and mutual funds. ·Act as mentor to all new internal sales representatives by conducting a day long training class geared towards familiarizing new reps with Federated’s products, services and pricing.

Jun 2001 - Nov 2005
Team & coworkers

Colleagues at Lifetime Financial Growth

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1 education record

Matt Kelly, Ricp education

FAQ

Frequently asked questions about Matt Kelly, Ricp

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

What company does Matt Kelly, Ricp work for?

Matt Kelly, Ricp works for Lifetime Financial Growth.

What is Matt Kelly, Ricp's role at Lifetime Financial Growth?

Matt Kelly, Ricp is listed as Executive Vice President -Retirement Income Planning at Lifetime Financial Growth.

Where is Matt Kelly, Ricp based?

Matt Kelly, Ricp is based in Pittsburgh, Pennsylvania, United States while working with Lifetime Financial Growth.

What companies has Matt Kelly, Ricp worked for?

Matt Kelly, Ricp has worked for Lifetime Financial Growth, The Guardian Life Insurance Company Of America, State Farm Insurance, and Federated Investors.

Who are Matt Kelly, Ricp's colleagues at Lifetime Financial Growth?

Matt Kelly, Ricp's colleagues at Lifetime Financial Growth include Anne Chamberlain, Daniel Spickard, Will Maule, Peggy Stouffer, and Jessica Andrews.

How can I contact Matt Kelly, Ricp?

You can use AeroLeads to view verified contact signals for Matt Kelly, Ricp at Lifetime Financial Growth, including work email, phone, and LinkedIn data when available.

What schools did Matt Kelly, Ricp attend?

Matt Kelly, Ricp holds Ba, Economics from Saint Vincent College.

What skills is Matt Kelly, Ricp known for?

Matt Kelly, Ricp is listed with skills including Mutual Funds, Fixed Annuities, Retirement Planning, Life Insurance, Series 7, Financial Advisory, Variable Annuities, and Series 63.

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