BK
Brian Kelly
Partner And Senior Portfolio Manager at Wmg Advisors
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Work Experience
Partner And Senior Portfolio Manager
Sep 2014 - Present · 10 years and 3 months
Equity Sales Trading
Oct 2011 - Aug 2014 · 2 years and 10 months
old whits
Under 12'S And Under 18'S Coach
Sep 2008 - Present · 16 years and 3 months
Company Details
2-10 Employees
Wealth Management Group was founded in 2001 by the partners of Raymond F. Book & Associates, P.A. CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the clients' interests are first and foremost in any decision thus WMG chose to deliver advisory services for individuals, businesses, trusts, not for profits and retirement plans using a fee based model. We offer an advisor relationship built on personal trust and company-wide integrity.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
220 Beiser Blvd. Dover, DE 19904, US
Keywords
Financial ServicesInvestment AdvisorsFinancial Planningand Professional Services
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