Kelly Financial Services LLC

Michael Doucette is a financial advisor at Kelly Financial Services LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Pioneer Financial Group, Securian Financial Services, Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement, managing client portfolios on a discretionary basis while also offering guidance on variable annuities and employer-sponsored retirement plans. The firm uses a combination of individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors, serving approximately 1,401 client households with about $623.6 million in assets.

Mary Madeline Kelly is a Series 65-licensed financial advisor with Kelly Financial Services LLC in Braintree, MA. She has two years of industry experience and has been with Kelly Financial Services since 2016. Prior to her advisory role, she was affiliated with Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in client assets using a combination of discretionary portfolio management and non-discretionary guidance, employing a strategy focused on income and capital growth with attention to capital preservation.

Gregory Murray is a financial advisor at Kelly Financial Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelly Financial Services since 2010. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, employing a disciplined investment approach that emphasizes income and capital growth with capital preservation.

Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

Charles Gable is a financial advisor at Kelly Financial Services LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services, Wells Fargo Clearing Services, Webster Investments, LPL Financial, Bank of America, and Merrill. Kelly Financial Services provides wealth management and financial planning primarily for individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios on a discretionary basis, focusing on income and capital growth aligned with capital preservation through equities, fixed income, mutual funds, and ETFs.

Joshua Smith is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding a Series 65 license and one year of industry experience. He previously worked at SHP Wealth Management and SHP Financial before joining Kelly Financial Services. Outside of finance, he has experience in the restaurant industry, having worked at Cabbyshack Restaurant. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis and employs a blend of equities, fixed income, mutual funds, and ETFs, occasionally using third-party sub-advisors and customized model portfolios.