Kimberly Kelly has been with Flagship Harbor Advisors since 2015. Kim initially served as the Director of Marketing for one of the branch offices, implementing marketing strategies, marketing communications and public relations activities. A key component of the marketing strategies was the development and launch of the new website and social media pages.
During this time, Kim decided to pursue her securities licenses and currently holds the General Securities Representative (Series7) registration through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Flagship Harbor Advisors. She also holds her Life, Accident and Health Insurance license. Kim earned a BS in Business Administration from Bryant University with a concentration in Management.
Prior to working at Flagship, Kim worked as a retail Buyer and Financial Planner for Filenes, Talbots and WearGuard. She believes that her previous experience in buying and financial planning are an ideal foundation for her work as a Financial Advisor.
Kim is committed to working with her clients to assist them with their retirement, estate, investment and tax planning needs by developing personalized strategies designed to pursue their short-term and long-term financial goals. She enjoys working closely with each client, giving them the personal attention, they deserve and may need during times of transition and change.
Kim resides in Plymouth with her husband Mark and her daughter Michaela, where she and her family are actively involved in the church and community. As a resident of Plymouth Kim loves the outdoors, especially the beach, where she enjoys spending time with family, friends and her pug Maggie.