Kevin Kelly Atlanta -3
New member
I’m Kevin Kelly, MBA, Managing Partner at Legacy Capital Advisors, LLC, and I’ve dedicated my career to helping individuals and families in Atlanta take control of their financial future. With over two decades of experience in financial planning, wealth management, and legacy strategies, my mission is to help clients build long-term security through personalized, comprehensive financial plans.
My professional journey began at a Fortune 250 financial firm, where I specialized in asset management, tax-efficient planning, risk mitigation, and insurance analysis. I hold FINRA Series 7 and 66 registrations, along with Life, Health, Disability, and Long-Term Care insurance licenses. This broad expertise allows me to provide clients with a complete financial picture—tailored to their goals, risk tolerance, and life stage.
Before entering the financial world, I served over eight years in the U.S. Army as a commissioned officer, resigning at the rank of Captain after commanding a company at Fort Hood, Texas. That experience shaped my leadership approach—centered on accountability, discipline, and strategic thinking. I bring those same principles to every client relationship, ensuring trust and transparency are at the core of my practice.
I earned my undergraduate degree from the University of Connecticut and completed my MBA at Mercer University. Today, at Legacy Capital Advisors, I work with clients across Atlanta on everything from retirement income planning and investment strategy to estate and legacy preparation. No matter the financial challenge, my goal is to provide clarity and confidence so clients can make informed decisions that align with their values.
I believe that wealth is not just about numbers—it's about impact. I’ve been married for 27 years and have four children who remind me daily of why smart, long-term planning matters. That same commitment drives me to help others secure not only their future but also the legacy they wish to leave behind.
If you're looking for trusted guidance from a dedicated advisor, I’d be honored to help. To learn more or schedule a consultation, feel free to contact me. You can also learn more about my work as a Kevin Kelly Atlanta based financial advisor focused on legacy planning.
My professional journey began at a Fortune 250 financial firm, where I specialized in asset management, tax-efficient planning, risk mitigation, and insurance analysis. I hold FINRA Series 7 and 66 registrations, along with Life, Health, Disability, and Long-Term Care insurance licenses. This broad expertise allows me to provide clients with a complete financial picture—tailored to their goals, risk tolerance, and life stage.
Before entering the financial world, I served over eight years in the U.S. Army as a commissioned officer, resigning at the rank of Captain after commanding a company at Fort Hood, Texas. That experience shaped my leadership approach—centered on accountability, discipline, and strategic thinking. I bring those same principles to every client relationship, ensuring trust and transparency are at the core of my practice.
I earned my undergraduate degree from the University of Connecticut and completed my MBA at Mercer University. Today, at Legacy Capital Advisors, I work with clients across Atlanta on everything from retirement income planning and investment strategy to estate and legacy preparation. No matter the financial challenge, my goal is to provide clarity and confidence so clients can make informed decisions that align with their values.
I believe that wealth is not just about numbers—it's about impact. I’ve been married for 27 years and have four children who remind me daily of why smart, long-term planning matters. That same commitment drives me to help others secure not only their future but also the legacy they wish to leave behind.
If you're looking for trusted guidance from a dedicated advisor, I’d be honored to help. To learn more or schedule a consultation, feel free to contact me. You can also learn more about my work as a Kevin Kelly Atlanta based financial advisor focused on legacy planning.