The Kelly Group News

Kelly serves as Big Sponsor for Highlands Event

Kelly serves as Big Sponsor for Highlands Event

On October 14th, The Kelly Group was honored to serve once again as the lead sponsor of the Highlands School Annual Big Event at Maryland Golf & Country Club.  The Big Event consists of a golf tournament, a 5K race and a tennis tournament.  The Highlands School is...

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Kelly and Morlock attend PWM Conference

Kelly and Morlock attend PWM Conference

From October 2 - 4, Bryan Kelly (not pictured) and Kathi Morlock (above, right) attended the annual Premier Wealth Management conference in Hershey, PA.  The conference, attended by our peers in the mid-Atlantic region, included sessions on compliance, practice...

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The Kelly Group supports Historical Society Event

The Kelly Group supports Historical Society Event

  On September 28th, The Kelly Group was a proud sponsor of Harford County Historical Society’s “A Night at the Copa” fundraising event held at the Richlin Ballroom.  Attending on behalf of the firm were Executive Vice President, Rick Fletcher and his wife Vanessa...

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Davis and Wolpoff present Retirement Realities at HCC

Davis and Wolpoff present Retirement Realities at HCC

On October 2nd and October 9th, Charlie Wolpoff and Jodi Davis presented Retirement Realities for Baby Boomers at Harford Community College. The two- session course is for Baby Boomers facing the challenge of how to successfully make it to, and through, retirement. ...

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Nicole Attends CPWN Fundraiser

Nicole Attends CPWN Fundraiser

   Nicole Bengel (left) attended the Chesapeake Professional Women’s Network (CPWN) Fashion Show on October 8th at the Richlin Ballroom.  The fashion show is CPWN's primary fundraising effort and has allowed them to donate more than $250,000 to local charities that...

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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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