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Owen E. Kelly, Cfp® is listed as Financial Advisor at Financial Voyages, LLC at Financial Voyages, LLC, based in Malvern, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Owen E. Kelly, Cfp®.
Owen E. Kelly, Cfp® previously worked as Financial Advisor at Financial Voyages, Llc and Financial Professional at Financial Voyages, Llc. Owen E. Kelly, Cfp® holds Bachelor Of Science - Bs, Finance Major, Economics Minor from Susquehanna University.
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AeroLeads found 1 current-domain work email signal for Owen E. Kelly, Cfp®. Compare company email patterns before reaching out.
With my experience working with high-net-worth retirement plan participants, my passion for individualized financial planning drove me to join Financial Voyages. I am passionate about continually improving my client’s financial situation by working with them to reach their financial goals. With my experience in helping a broad range of investors, I can assist in setting a variety of goals followed by building a financial plan to set my clients on the path of success.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Financial Voyages, LLC. Cambridge and Financial Voyages, LLC, are not affiliated. Cambridge does not offer tax advice. Financial Voyages, LLC and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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Harleysville, Pa, Us
- Wealth management for a variety of investment accounts including retirement, education, and personal savings- Creating financial plans for investors in all walks of life- Providing financial advice on investments, insurance, tax/ estate planning, and other advisory services - Leading Financial Voyages' Investment Committee on research for all managed Variable Annuities and 401k investments
Valley Forge, Pa, Us
- Explained to seasoned investors the nuances of tax strategies and relevant tax codes - Net Unrealized Appreciation, Roth in-plan conversions, 1099r distribution codes- Handled both qualified and non-qualified plans- Business Unit Trainer: Instructed Retirement Plan Services new hire classes
Valley Forge, Pa, Us
- Promoted to be on Complex Resolution hotline to help associates with challenging conversations- Used customer service skills to receive perfect customer surveys 97% of the time - Used this ability to find solutions and soothe hostile participants
Valley Forge, Pa, Us
- Assisted participants with investment conversations while establishing their goals to find and further describe appropriate funds- Worked with participants to perform transactions such as investment exchanges, rollovers, withdrawals, and loans
Selinsgrove, Pennsylvania, Us
• Selected by professors to present to first year class of Sigmund Weis School of Business on research and analytical techniques such as a SWOT analysis they could use for future projects and presentations• Mentored a group of five first years on projects and public speaking to develop their interpersonal skills by meeting three to four times a week throughout the semester in person on top of reviewing and providing insight on their papers
Auckland, Nz
• Collaborated in a team of four to analyze current studies and identify the specific threats COVID-19 is having on Small and Medium Enterprises which make up of 28% of New Zealand's GDP• Looked at trends of successful companies to brainstorm and prepare to implement solutions to aid in the digital transformation process to utilize growth opportunities and adapt to changing markets• Active participant in virtual meetings with external clients to discuss the firm’s digitization strategy and associated effects to gain an insight on how they operate and challenges they are facing
London, London, Gb
• Conducted competitor analysis of other consulting firms by identifying competitors market positioning, ease of website navigation, and marketing strategies to learn how ABP may further grow client base • Researched and created presentation on executive training methods as part of their client talent strategy for international startup companies to enable a competitive advantage • Advanced business development through LinkedIn digital marketing efforts in addition to attending client meetings and networking events
Raleigh, Nc, Us
• Contributed to the growth of CAPTRUST's Client Resource Manager by conducting the organization of financial statements and contracts for hundreds of different company’s retirement plans, using Excel to organize data in pivot tables to highlight vital information to assist in future projects• Participated in weekly intern training sessions designed to strengthen professional skills and introduce topics within the financial services industry including categorization of retirement plans• Volunteered in a number of service events through CAPTRUST. Including, The Special Olympics, Hope Reins, and teaching underprivileged children investing basics from The Daniel Center.
• As one of 4 supervisors of Cass Park, responsibilities included: Assisting in planning lunch breaks for employees on top of consistently preparing the workplace for the day by ensuring the proper equipment was set up before employees and customers arrived in the morning• Enhanced how the team taught the NY State water safety program so the children were more engaged by streamlining content and providing a more engaging and entertaining delivery
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Owen E. Kelly, Cfp® works for Financial Voyages, LLC.
Owen E. Kelly, Cfp® is listed as Financial Advisor at Financial Voyages, LLC at Financial Voyages, LLC.
AeroLeads has found 1 work email signal at @vanguard.com for Owen E. Kelly, Cfp® at Financial Voyages, LLC.
Owen E. Kelly, Cfp® is based in Malvern, Pennsylvania, United States while working with Financial Voyages, LLC.
Owen E. Kelly, Cfp® has worked for Financial Voyages, Llc, Vanguard, Sigmund Weis School Of Business At Susquehanna University, Bank Of New Zealand, and Advantage Business Partnerships.
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Owen E. Kelly, Cfp® holds Bachelor Of Science - Bs, Finance Major, Economics Minor from Susquehanna University.
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