bill

William S. (Bill) Kelly,  CPA, CFP®, Founding Partner

Bill has worked in accounting, tax and financial planning for more than 40 years, continuously expanding his knowledge and diversifying his expertise. The Harford County native has been a certified public accountant since 1975 and a Certified Financial Planner professional™ since 1998. In 1993, he established his own diversified financial services firm. He co-founded The Kelly Group in1997 and has since devoted himself to building the success of this practice.

Bill has a B.S. in Accounting and Finance from University of Baltimore; graduate level courses at Loyola University and Johns Hopkins University. He earned his Certified Financial Planner® designation from the College of Financial Planning.

Mr. Kelly’s career began in 1971 when he began working for a public accounting firm in Baltimore City. From there he became the controller of a publicly held banking corporation and then went on to become the chief financial officer for a large real estate-focused group of privately held companies.

Throughout his career, Bill has always taken an active role in his community. He is a former member of the Board of Trustees for the Friends School of Harford, and is currently a member of both their Finance Committee and Strategic Planning Committee. Bill is a board member of the Economic Community Development Commission for the Town of Bel Air, as well as Treasurer of the Greater Bel Air Community Foundation. Bill and his wife, Lois, live in Bel Air, Maryland.

He is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and the Financial Planning Association.

Check the background of this investment professional at FINRA’s BrokerCheck.