Kelly L. Kennedy, CFP®, CRPC®

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.  She works to identify and assess personal and financial goals as each specific client defines it by tailoring a financial plan that reflects those goals.

Kelly is committed to providing clarity and transparency with all of the clients she assists.  Kelly holds FINRA Series 7 and 66 registrations, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Retirement Planning Consultant (CRPC®).  Over the past decade, Kelly has served on a number of boards and continues to be involved in her community.  From being a Board Member of Lincoln’s WISE* Group, a Chair of the NextGen Committee within the WISE Group, on the Board of Directors for the Three Rivers Mother’s Milk Bank, on Leadership Council at Ingomar United Methodist Church and a past President of the Young Alumni Council at her alma mater, Miami University and her local chapter in Pittsburgh, Kelly is passionate about helping others within her community.

Being brought up in the family business, Kelly has often felt as though she’s been in the business for over 30 years already.  She lives in Wexford with her husband and their 2 daughters.

*The mission of The WISE Group is to assist women financial advisors with Lincoln Financial Network in the growth and recognition of their practice.