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David Kelly, CFP®

Managing Director and First Vice President, Investments

Raymond James

David Kelly, CFP®, Managing Director and First Vice President, Investments, enters his eleventh year with Raymond James, after making a commitment in 2011 to the Flint area and clients, in order to improve what was already a high standard of client service.

Joining Raymond James in March of 2011, with four prior years of experience in the investment business in Chicago, he has continued the Kelly family tradition of assisting Flint-area clients into a third generation, following in the footsteps of R.J. Kelly, III., and Ray Kelly.

In the years since joining Raymond James, he has continued his professional development to better serve his clients. In March 2014, he successfully completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is an extended training and examination in investments, tax planning, retirement, estate planning, insurance, employee benefit planning, fundamentals, and ethical consideration.

Through his work with his clients, David was recognized by firm and named to the Raymond James President's Council* in 2015, 2016, 2017, 2018, 2019, 2020, and 2021. Both recognitions are based on a combination of assets under management, professional training, and production. Nationally, David has received recognition, and was named to the Forbes list of “Top Next-Gen Wealth Advisors” in 2018, 2021 & 2022**. He is also on the Forbes list of “Best-In-State Wealth Advisors” in 2019 & 2022, and recently he was named to the “Financial Planning’s Top 40 Regional Advisors under 40” for 2022.

In addition to his own practice, he added an additional role of leadership within the firm, becoming the branch manager of the Grand Blanc location in April of 2019. In this role, he works with the current financial advisors in the branch to help grow their businesses, with the staff to continue to provide the highest level of client service, and with adding outside financial advisors to the firm in the future.

Dave, a graduate of Powers Catholic High School in Flint, was awarded a B.A. in Economics and Business at Kalamazoo College and played defensive end for four years on their football team. Following graduation, he worked in the Chicago area, as a financial advisor for Edward Jones and for Fifth Third Bank. He and his wife, Becky Thomson, Ph.D., were married in July 2016. Along with their dog, Chance, they reside in Royal Oak, where Dave is an active member of Shrine Catholic Church. When not working, he is an avid runner, having completed three marathons, and enjoys travelling, reading, exercising, and following the Detroit Pistons, Lions, and Tigers and Notre Dame football. He is also committed to improving the lives of youth in Detroit and Flint.

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