William H. "Will" Kelly, CFP®MANAGING DIRECTOR
For 20 years, Will has been focused on caring for the needs of high net worth individuals and their families. He sets and oversees the strategic vision of the Baltimore, MD office of United Capital, with emphasis on leadership and business development. Will is a CERTIFIED FINANCIAL PLANNER™professional, holds Series 7, Series 63 and Series 65 securities registrations and is a licensed Life, Accident and Health Insurance agent. He brings a wealth of experience and has positioned himself to be able to deliver thoughtful, comprehensive financial advice. Will and his team aim to help clients understand their goals and priorities and help them build a plan to live their One Best Financial Life ®.
Will has a devoted life-partner, Brynne, and three “rock-star” children: Will, Jr., Kristen and Patrick. When he’s not spending time with them or other family and friends he loves traveling, working out, riding his Harley, playing golf, reading and cooking. Will is also passionate about staying involved in the Baltimore community and holds board positions on Special Olympics Maryland, Best Buddies MD and participates in the MD Chamber of Commerce Executive Referral Group and XPX MD and is an active alum of Leadership Baltimore County. Will is originally from the New York metro area via Buffalo, NY.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.