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                          Educating, serving and protecting families, coast to coast.

                          Kristin L. Kelly headshot

                          Kristin L. Kelly

                          Owner & Principal

                          Kristin L. Kelly started her career in financial services in 2015. 

                          Her firm provides on-site, complimentary, educational workshops and corporate benefit solutions for business owners, employees, professional athletes and public safety agencies (associations), coast to coast.  Their team focuses on a holistic approach to overall financial health and wellness. 

                          Additionally, their firm works with individuals and families, providing a customized, roadmap to securing financial independence, family protection, and retiring without limits.

                          Kristin has also been a featured agent, and frequent guest speaker and trainer, with New York Life Insurance Company (a top Fortune 500 company); educating, coaching and mentoring new and established agents around the country.

                          Before making a career in financial services, Kristin was a TV News Reporter and Anchor for over 15 years, with all of the major networks across the country; as well as the Arena Host for the Washington Captials NHL team.

                          She graduated from Hofstra University in Long Island, New York, with a Broadcast Journalism degree.  Kristin was a Division I, All-American Scholarship Lacrosse player and was named Coca Cola’s Athletic MVP. 

                          Kristin is an active board member for several community organizations, volunteer for numerous non-profits, lacrosse coach, and animal rescuer.  She loves spending time outdoors with her husband Kevin, two children - Lucas and Charlotte, and fur-babies, Hudson and Abby.

                          She's humbled and honored by the opportunity to be a part of this family owned business; working alongside her sister, Caitlin, and parents, Kathy and Tom.

                          Fun Fact: Kristin’s brother is a former professional American soccer player, and her brother-in-law, was the #2 draft pick for the Major League Lacrosse MLL).

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                          Phone

                          410.206.6003


                          E-mail

                          kristin@kelly-financialsolutions.com


                          Website

                          https://www.linkedin.com/in/kristin-marshall-kelly-837131ba/

                          Disclosure

                          Kristin Kelly is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K54510), FL, IL, MD, NC, NY, PA, SC, VA, and WA. No insurance business may be conducted outside the states referenced.

                          As a New York Life Agent, Kristin Kelly is licensed and authorized to offer insurance in California, but Kelly Financial & Insurance Services may not be. For additional information on California licensure status, please click here.

                          Kristin Kelly is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 410-206-6003. In this regard, this communication is strictly intended for individuals residing in the states of CA, MD, NC, PA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

                          Kelly Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                          Neither Kelly Financial & Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                          For more information about NYLIFE Securities LLC and its investment professionals.

                          Click here
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                          • Home
                            • About Us
                              • Working Together
                                • Our Process
                                  • Our Team
                                    • In the Community
                                      • In the News
                                      • Products & Services
                                        • Business Solutions
                                          • Advanced Planning
                                          • Resources
                                            • Education Center
                                              • Calculators
                                                • Videos
                                                • Contact Us

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