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Michael K
CFP®, Series 63, Series 65, Series 66
Virginia Beach, VA
Procyon
Michael Kelly is a CFP® with 22 years of industry experience, currently serving at Procyon since 2021. His prior experience includes roles at Pivotal Planning Group, G&G Insurance Services, Godsey & Gibb Wealth Management, Banc of America Investment Services, and Charles Schwab. He is also a shareholder in a food and beauty product brokerage business. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers comprehensive investment management and financial planning services with a primarily long-term, fundamental-analysis driven approach, managing a significant portion of assets on a non-discretionary basis.
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