Owen E. Kelly
Owen E. Kelly, WMS™
Financial Advisor
Owen joined the Financial Voyages team in February 2023 after spending the early years of his financial services career at one of the world’s largest investment management firms. With his experience working with high-net-worth retirement plan participants, his passion for individualized financial planning drove him to join Financial Voyages. Owen is passionate about continually improving his client’s financial situation by working with them to reach their financial goals. With his experience in helping a broad range of investors, he can assist in setting a variety of goals followed by building a financial plan to set his clients on the path of success. Owen also leads the firm’s Investment Committee research for all managed Variable Annuities and 401k investments.
Education:
Graduated with honors from Susquehanna University
Major in Finance, minor in Economics
Designations and Licenses:
Wealth Management SpecialistTM (WMSTM) – College for Financial Planning
Securities Industry Essentials – FINRA
Series 6 – FINRA
Series 7 – FINRA
Series 63 – NASAA
Series 66 – NASAA
Life, Accident, and Health Insurance – Pennsylvania Insurance Department
Community Involvement and Volunteerism:
Eagle Scout – Boy Scouts of America
District Finance Chair – Boy Scouts of America
Outside of the office!
Owen is an upstate New York native who loves nothing more than a morning walk with his fiancé, Taylor. When he’s not out and about, you can find him staying active and enjoying the great outdoors. But on rainy days, he’s all about settling in with a good movie marathon. Whether he’s exploring the local area or just relaxing at home, Owen is always game for new experiences.
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