Bryan E. Kelly, CFP®, Founding Partner
Bryan is a co-founder and principal owner of The Kelly Group. Based in downtown Bel Air, the firm provides wealth management, asset management and CPA services. In 2013, it was recognized by the Harford Chamber of Commerce as Small Business of the Year. In both 2013 and 2014, Harford Magazine awarded The Kelly Group with their Best of Harford Award in their Financial Adviser category. The Kelly Group has also been presented with the Bel Air Business of the Year Award and the Bel Air Beautification Award.
Throughout his career, Bryan has earned the credibility and trust that come with education, experience, regular examinations, compliance and, most importantly, adhering to a strict code of ethics. Cambridge Investment Research, Inc., one of the nation’s top-tier independent broker-dealers, has recognized Bryan for professional excellence with numerous honors. In 2013, Cambridge awarded him the Spirit of Cambridge Award, presented annually to three advisors who demonstrate integrity, commitment, flexibility, and kindness. Since 2000, he has been a member of the company’s Premier Club, and since 2003, he has been a member of the company’s National Leader Network, a group of elite financial advisors sharing insights and practice management ideas. In 2004, Premier Wealth Management, the office of supervisory jurisdiction for the Northeast for Cambridge Investment Research, Inc., named Bryan Advisor of the Year. In 2015, he was selected to serve on the PIMCO National Advisory Council to help provide insight and guidance on client needs and product development for PIMCO, a leading global investment management firm.
Bryan is a Harford County native who began his career as a financial planning associate for a local firm in 1992. He then joined Fidelity Investments, where he excelled as one of the firm’s top financial representatives. In 1997, Bryan co-founded The Kelly Group with his uncle, Bill. Under their stewardship, the firm has grown to more than 15 full-time employees. He has been a CERTIFIED FINANCIAL PLANNER professional™ since 1998.
Bryan is an Omicron Delta Epsilon honors graduate of the University of Maryland Baltimore County with a Master of Science degree in Financial Planning from The College for Financial Planning. He was twice honored as UMBC alumnus of the year: in 2007 as Economics Alumnus of the Year, and in 2015 as Social and Behavioral Sciences Alumnus of the Year.
Bryan is devoted to serving his community. He currently serves on the Board of Directors for Harford Bank, the University of Maryland Upper Chesapeake Health, and the Upper Chesapeake Health Foundation. He has served on the board of trustees of Harford Community College, as Chairman, Vice Chair, and member. In addition, he served on the board of the Harford Community College Foundation and the Financial Planning Association of Maryland, and was the co-chair of the UMBC Economics Advisory Council. He is a former President of the Board of Directors for the Maryland Association of Community Colleges and the former chairman of the board of the Academy of Finance, Harford County Public Schools. Bryan is a member of the Harford Leadership Academy Alumni Association at Harford Community College. In 2010, he completed the Leadership Maryland Class.
Bryan is a life-long resident of Darlington, Maryland, where he has been heavily involved in the agricultural community. He lives at West Acre Farm with his wife Katherine, his two children, Georgia and Benjamin, and numerous farm animals.
Check the background of this investment professional at FINRA’s BrokerCheck.