Chris Kelly, CEPA®, CFP®
Executive Vice President & Financial Advisor, Senior PIM Portfolio Manager
As an Executive Vice President at Seventy2 Capital, Chris uses a goal-based wealth planning approach that is designed to help clients achieve their vision and live empowered. He works closely with his clients to identify strategies to help grow wealth, fund lifestyles, and preserve what’s important to each individual client while helping to build their legacy. His mission is to provide customized and timely financial advice and guidance, using the highest level of professional service in helping clients build and preserve their wealth.
Prior to joining Seventy2 Capital, Chris earned over two decades of experience in the financial services industry, working with firms including Ferris Baker Watts Inc. and RBC Wealth Management.
Chris’ dedication to his clients is seen further through his designations, such as the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® designations. Chris earned his bachelor’s degree in Finance from Towson University. Outside of work, Chris enjoys spending time with family and their Labrador and playing tennis.
Location: Hunt Valley