The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018, has more than 25 years of experience in the financial services industry, including roles as Regional Director for Edelman Financial Services and as Vice President Regional Planning Consultant for Fidelity Investments. More significantly, he also brings to The Kelly Group, a Bel Air-based financial services firm, the same passion for client service, community involvement, and stewardship of clients’ wealth exhibited by every TKG team member since our founding in 1997.
“We are thrilled by this addition,” says Bryan Kelly, co-founder and managing partner of The Kelly Group. “A leader in this industry and a long-time friend, he will be a trusted mentor to all of us, particularly our younger planners. As we continue to grow, Rick will play a vital role in helping us maintain the effectiveness of our processes and our laser-like focus on guiding clients toward their financial goals. Welcome, Rick!”
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated. 54 East Gordon Street, Bel Air, MD 21014.