Kimberly A. Kelly

Kimberly Kelly has been with Flagship Harbor Advisors since 2015.  Kim specializes in serving high net worth individuals and their families in all areas of their financial management, her work centers on the client, their needs, and goals. She customizes a long-term financial strategy that will effectively manage their short- and long-term objectives, while remaining flexible enough to manage a client's ever-changing situations. Kim provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care. Kim collaborates with her clients to develop and implement a comprehensive financial strategy encompassing: asset allocation and security selection; income and estate tax strategies; cash flow management; philanthropic objectives; legacy planning; and all other areas of their financial lives. As necessary, she will coordinate directly with your accountant, and your trust and estate attorneys to ensure all parts of your financial life are working together to achieve your goals; she coordinates all the work with the appropriate outside professionals to pursue the best results for her clients.

All clients have their own issues, fears, joys, plans, concerns, hopes and dreams; providing a comprehensive range of services gives Kim the tools to be an advocate for her clients. Kim is a financial advisor whom clients ask for help, to deal with the unexpected by offering them the appropriate support and guidance. Everyone has a different money situation, which is why you deserve realistic and personalized financial guidance to support all your meaningful decisions. Kim uses deep listening to gather pertinent information about each client’s real (sometimes hidden) issues, she makes sure what she hears drives effective action on behalf of each client. You deserve a financial advisor that actively listens, creates space for real conversations, and understands all your financial goals. Kim is committed to being that advisor for you. Kim continually educates, provides clarity and transparency, and acts with the utmost integrity. She is proud to earn her clients’ trust and friendship through professionalism, dedication, skill, and competence.

Kim initially served as the Director of Marketing for one of the branch offices, implementing marketing strategies, marketing communications and public relations activities. A key component of the marketing strategies was the development and launch of the new website and social media pages.  During this time, Kim decided to pursue her securities licenses and currently holds the General Securities Representative (Series7) registration through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Flagship Harbor Advisors. She also holds her Life, Accident and Health Insurance license. Kim earned a BS in Business Administration from Bryant University with a concentration in Management.  Prior to working at Flagship, Kim worked as a retail Buyer and Financial Planner for Filenes, Talbots and WearGuard. She believes that her previous experience in both buying and financial planning provide an ideal foundation for her work as a Financial Advisor.

Kimberly Kelly is committed to collaborating with her clients to assist them with their retirement, estate, investment, and tax planning needs by developing personalized strategies designed to pursue their short-term and long-term financial goals. She enjoys working closely with each client, giving them the personal attention, they deserve and need during times of transition and change.

Kim resides in Plymouth with her husband Mark and her daughter Michaela, where she and her family are actively involved in the church and community. When she is not spending time helping her clients protect and grow their wealth, Kim loves the outdoors, especially the beach, where she enjoys spending time with family, friends, and enjoyable walks with her pug Mallory.

It is never too early or too late to get started on your financial plan or receive a complimentary second opinion on your current plan.  Tell Kim more about your goals, and she will get you started on a personalized plan, call, or email Kim to schedule a convenient time for a complimentary no obligation conversation.