Kevin J. Kelleher
Kevin brings over thirty years of expertise in the financial services industry. He studied finance and economics at the University of Maryland (European campus) while stationed overseas during his eight years of service in the United States Air Force. This experience built the foundation of his passion for service and directly influenced his career in finance. After his military service, Kevin entered the financial services industry and worked with firms across the country, elevating the development of his skills and knowledge before joining LPL Financial. Kevin holds Series 7, 63, and 65 licenses, as well as insurance licenses, allowing him to address a wide range of financial advisory needs.
Kevin's financial philosophy is deeply personal, recognizing that each client's goals and dreams are unique. He specializes in personalized financial, estate, and retirement planning, focusing on investment strategy and comprehensive wealth management to align with his clients' specific objectives. His mission is to ensure that every client feels confident and secure about their financial future. By listening closely to their current situations and aspirations, Kevin uses his extensive experience navigating major market shifts to deliver tailored planning services.
The highlight of Kevin's work is forging lifelong relationships with his clients and their families. This dedication has earned him recognition from clients and colleagues alike, who describe him as compassionate and deeply committed to their financial well-being.
Outside of work, Kevin is passionately involved in volunteering with local charities, including Team Rubicon in disaster relief efforts. He also enjoys hobbies such as golf, sport fishing in the Bahamas and Florida Keys, and spending quality time with his wife, Tanya, their three children and two grandchildren. This blend of professional commitment and rich personal life shapes Kevin's approach to financial advising—one rooted in genuine care, comprehensive strategy, and a steadfast commitment to his clients' futures.
