CONNECT

Address:

Sewickley Office
2200 Georgetowne Drive, Suite 100
Sewickley, PA 15143
Phone: 724-940-6300
Fax: 724-940-6302

Southpointe Office
370 Southpointe Blvd., Suite 200
Canonsburg, PA 15317
Phone:724-743-2980
Fax: 724-743-0170

Phone:

Kelly L. Kennedy, CRPC®

Kelly L. Kennedy, CRPC®

Private Wealth Advisor

Kelly joined Family Wealth Management Group, LLC (“FWMG”) in 2010 and after completing her advanced education working in Lincoln’s National Planning Department, she quickly became an integral part of the overall FWMG team.  Kelly analyzes clients’ current investment and estate planning needs with a focus on achieving their goals and objectives while eliminating unnecessary risk and complexity.  Kelly is committed to providing clarity and transparency with all of the clients she assists.  Kelly holds FINRA Series 7 and 66 registrations, a Chartered Retirement Planning Consultant (CRPC®), and is a member of ¹MDRT (Million Dollar Round Table).  She was named Lincoln’s Pittsburgh transition ²Planner of the Year in 2012.

Her industry and community involvement include:

  • Board Member: ³WISE Group (Women Inspiring Supporting Educating)
  • Chair of the NextGen Committee within the WISE Group
  • Board of Directors: Three Rivers Mothers’ Milk Bank
  • Leadership Council at Ingomar United Methodist Church
  • President: Young Alumni Council at Miami University
  • President: Pittsburgh Chapter of Miami University Alumni
  • 2017 NACVA 40 Under Forty Honoree

Being brought up in the family business, Kelly has often felt as though she’s been in the business for over 25 years already.  She lives in Wexford with her husband and daughter.

¹To qualify for MDRT, members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex

 

².Transition Planner of the Year is awarded to Planners with Lincoln Financial Advisors in a Regional Planning Organization who within their first 2 years earned the most Gross Dealer Concession in the calendar year.

 

³The WISE Group is an organization of female advisors within Lincoln Financial Network. Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group.

Phone 724-940-6317
Fax 724-940-6302