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Stephen Kelly

Financial Services Professional

Stephen Kelly is a financial services professional with a diverse background in the industry. He has been working as a Financial Services Professional since February 2008, currently based in Gainesville, Georgia.1 Kelly has over 25 years of experience in financial services, having served as a Financial Advisor with Truist Investment Services, Inc..2

His career includes roles such as Financial Advisor and various positions within the banking sector, including Senior Premier Banker and Wealth Relationship Manager at Wells Fargo.3 Kelly's expertise spans working with family offices, institutional and entrepreneurial private equity funds, and consulting for Big Four accounting firms.4

In addition to his extensive experience, Stephen Kelly has been involved with Harbor Investment Advisory, LLC, working as a financial advisor in Lutherville Timonium, Maryland.5

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Stephen Kelly
Stephen Kelly, photo 1
Stephen Kelly, photo 2
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Location

Cumming, Georgia, United States