Broker Check
Kelly L. Kennedy, CFP®, CRPC®

Kelly L. Kennedy, CFP®, CRPC®

Private Wealth Advisor

As a Financial Advisor at FamilyWealth Management Group, my primary responsibility is to identify and assess personal and financial goals, tailoring a comprehensive financial plan that reflects each client's unique aspirations. With over 14 years of experience in the financial services industry, I am dedicated to helping clients analyze their investment and estate planning needs, focusing on achieving their goals and objectives while minimizing risk and complexity. I was brought up in the family business by my father, Doug Knable, and I often feel as though I have been in the business for over 30 years already!

In 2020, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation, and in 2012, I earned the Chartered Retirement Planning Counselorâ„  (CRPC®) designation. Holding the Series 7 and 66 securities licenses, I am equipped with the knowledge and expertise to provide well-rounded financial advice. Before embarking on my career, I attended Miami University, where I laid the foundation for my future in the financial industry. In 2010, I joined FamilyWealth  Management Group and quickly became an integral part of the team after completing my advanced education and working in Lincoln's National Planning Department.

What motivates me most is witnessing the positive impact of my clients' hard work as they work towards their savings goals and achieve milestones like purchasing their first or second home. I find fulfillment in providing support during challenging times, such as when clients experience the loss of a loved one, knowing that the financial plans we put in place are designed to ensure their stability. Working with people and helping them achieve their goals while leaving a lasting legacy for their loved ones is what I love most about my job. 

Born and raised in Pittsburgh, PA, I currently reside in Pine Township with my husband and our two daughters. Engaging with my community is a priority for me, and over the past decade, I have served on several boards, including Lincoln's WISE* Group, the Three Rivers Mother's Milk Bank, and the Leadership Council at Ingomar United Methodist Church. I am also a past President of the Young Alumni Council at my alma mater, Miami University, both at the local Pittsburgh chapter and the university-wide level. In my free time, I enjoy running, from 5K races to marathons, as well as swimming, singing, playing the piano, and spending quality time with my family and friends.

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