All in the Family: Meet a Three Generation Advisory Practice
Presented by
Steve Gresham, Marybeth Emson, Brian Kelly, Sr., Brian Kelly, Jr. and David Emson
About this talk
The Kelly Group has been leading the way for client service and solutions for more than four decades. Now with three generations of Kellys including two Forbes Top Advisors, you can hear direct from these winners about what they are doing in these unprecedented times. Don’t miss this one!
*Testimonial presenter: Ryan Hinkis, Senior Manager, EY*
Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.…