The Kelly Group News

Kelly advisors attend Davis Forum in NYC

Kelly advisors attend Davis Forum in NYC

     On September 13, Rick Fletcher and Charlie Wolpoff attended an Investment Forum in New York hosted by Davis Advisors, one of the strategists The Kelly Group uses in its investment portfolios. Attending forums such as this is a vital part of our due diligence...

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The Kelly Group attends Farm Fair

The Kelly Group attends Farm Fair

The Kelly Group is proud to be a long-time supporter of the Harford County 4H.  For several years, Bryan and Katherine Kelly’s children Georgia and Ben were members and participated in the annual Harford County Farm Fair.  This year, we were pleased to purchase Brooke...

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The Kelly Group meets for team planning session

The Kelly Group meets for team planning session

On Friday, July 19th, The Kelly Group met at the historic Brown Donaldson Mansion for our semi-annual offsite strategic planning session.  These sessions allow our team quality time to present on relevant financial planning topics and discuss how to better serve our...

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Bengel attends Humane Society Golf Tournament

Bengel attends Humane Society Golf Tournament

    On September 5th, Nicole Bengel, Director of Client Service, participated in the 5th annual Putts Fore Paws golf tournament, benefiting the Humane Society of Harford County.  The tournament was held at Bulle Rock Golf Course in Havre de Grace.  More than...

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The Kelly Group sponsors Summer Swing

The Kelly Group sponsors Summer Swing

    On Monday, July 22, The Kelly Group sponsored and participated in the Harford Community College Foundation’s Summer Swing Golf Tournament which raises funds to provide much needed scholarships to our local youth.  We are proud to have supported the event...

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Bengel elected as board VP of Humane Society

Bengel elected as board VP of Humane Society

  Nicole Bengel, Director of Client Service, was recently elected for a two year term as Vice President of the Humane Society of Harford County Board of Directors.  Her term begins July 1st.  Nicole has been on the Humane Society board since November 2017.  HSHC...

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