03.20.2015 : Kathy and Mike Morlock complete Shamrock 8K

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Operations Associate Kathi Morlock and her husband Mike recently completed the TowneBank Shamrock 8K in Virginia Beach. The 8K is one of a series of marathons hosted over a three day period which benefit several national and local charities such as Livestrong Foundation, Access College Foundation, and Operation Smile.

03.06.2015 : Bill and Bryan Kelly Recognized as Top Financial Advisor by Cambridge Investment Research, Inc.

Bill and Bryan Kelly, independent financial advisors with The Kelly Group in Bel Air, Maryland were named to Cambridge Premier Club 2015 by their independent broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Cambridge is among the largest privately owned independent broker-dealers in the U.S. This honor recognizes a financial advisor’s independent business accomplishments in delivering the highest levels of client service and productivity while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Premier Club 2015 included a special invitation to Bonita Springs, Florida.

“We are delighted to honor Bill and Bryan for achieving Premier Club status,” said Amy Webber, Cambridge President. “Being named to Premier Club means an invitation to join 150 of their peers in Bonita Springs for celebration, education, and networking. It means so much to all of us to gather together and share our passion for serving clients with one another.”
The conference focused on renewing a commitment to excellence in serving clients, unwavering dedication to independence, and the ability to deliver objective advice to clients. In addition to general sessions on market economics, health care reform, and visionary service; Premier Club members engaged in various networking lunches and dinners. Cambridge’s senior executives served as hosts for Premier Club.

03.03.2015 : Bryan Kelly recently accepted an invitation from PIMCO to join their Independent FA Advisory Council.

The mission of the council is to bring together top Financial Advisors with varied business models and key PIMCO stakeholders to candidly share views on market trends, generate new product ideas, and identify actionable goals to ensure that PIMCO is exceeding its clients’ expectations by providing industry-leading investment solutions and service. Bryan has committed to serve a term of two years on the board.

Harford County’s Best in the Financial Adviser category

Harford County’s Best in the Financial Adviser category

Best of Harford image3.2The results are in! Nearly 8,000 votes determined the winners of 2015’s Best of Harford contest. From preferred personal trainers to choice child care, every category is another reason to love Harford County.  For the third year in a row, The Kelly Group is voted Harford County’s Best in the Financial Adviser category.  Look for the announcement in the upcoming edition of Harford Magazine.