Chuck swims for charity

Chuck swims for charity

On August 18th, Chuck Wienckowski participated in the Mermaid Swim, an annual fundraising swim across the Bush River to raise money for the treatment of breast cancer patients at the Kaufman Cancer Center.  The event has raised over $60,000 for the cause with no advertising.  Thank you, Chuck, for supporting such a worthy cause!

The Kelly Group welcomes Rick Fletcher

The Kelly Group welcomes Rick Fletcher

The Kelly Group is pleased to welcome to our firm our new Executive Vice President, Rick Fletcher. Rick, who joined The Kelly Group on August 1, 2018,  has more than 25 years of experience in the financial services industry, including roles as Regional Director for Edelman Financial Services and as Vice President Regional Planning Consultant for Fidelity Investments. More significantly, he also brings to The Kelly Group, a Bel Air-based financial services firm, the same passion for client service, community involvement, and stewardship of clients’ wealth exhibited by every TKG team member since our founding in 1997.

“We are thrilled by this addition,” says Bryan Kelly, co-founder and managing partner of The Kelly Group. “A leader in this industry and a long-time friend, he will be a trusted mentor to all of us, particularly our younger planners. As we continue to grow, Rick will play a vital role in helping us maintain the effectiveness of our processes and our laser-like focus on guiding clients toward their financial goals. Welcome, Rick!”

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated. 54 East Gordon Street, Bel Air, MD 21014.

 

The Kelly Group celebrates 210th Anniversary of McComas Funeral Homes

The Kelly Group celebrates 210th Anniversary of McComas Funeral Homes

On August 9th, The Kelly Group attended the 210th Anniversary Celebration of McComas Funeral Homes, a 6th generation family owned and operated community firm.  Our two firms have been collaborating for several years in bringing our Family Love Letter presentations to the local community.  Pictured from left to right: Chad Arrington, Howard McComas IV, Michele Wolbert and Holly McComas.

TKG team travels to NJ for strategist visit

TKG team travels to NJ for strategist visit

On Wednesday, July 11, ten members of The Kelly Group drove to Short Hills, NJ to meet with leading decision makers of Franklin Templeton, the parent company of certain of our strategists. The agenda—created specifically for The Kelly Group–included discussions with: Peter Langerman, Chairman , President, and Chief Executive Officer of Franklin Mutual Advisers; Timothy Rankin, Portfolio Manager of Franklin Mutual Series; Elsa Goldberg, Institutional Portfolio Manager for the Global Macro team; and Andrew Sleeman, Portfolio Manager for Mutual International. Among topics discussed were: a review of year-to-date-investment performance, expectations for global stock and bond markets, the role patience plays in their investment decisions, techniques they use for controlling risk and downward volatility, and how negative financial and economic developments can help create valuable investment opportunities. These discussions, part of TKG’s ongoing due diligence investment process, helped confirm the sophistication, professionalism, and depth of the teams making investment decisions for our Franklin Templeton strategists. The Kelly Group delegation included Bryan Kelly, Chuck Wienckowski, Chad Arrington, Charlie Wolpoff, Tom Cusick, Joe Henninger, Jordan Heaps and interns Zach Smith, Logan Gasior, and Hunter Sauserman.