As a Certified Financial Planner®, Chartered Financial Consultant®, and Retirement Income Certified Professional®, Tom Kelly serves as a trusted partner to his clients, acting as both a personal chief financial officer and a financial concierge. His approach is fully integrated and holistic, ensuring that every aspect of a client’s financial life, from tax strategy and investments to retirement income, estate planning, and insurance, works together seamlessly in support of their broader life goals. No silos. No surprises. Just clear, coordinated guidance designed around what matters most.
At the heart of Tom’s practice is a genuine commitment to relationships. He cares deeply about his clients and their families, bringing intention, energy, and consistency to every interaction.
Outside the office, Tom enjoys spending time with his family, their cat and three dogs. A lifelong musician, he has played bass guitar since high school and continues to perform live on the local music scene. That same enthusiasm and sense of humor carry into his work, where he strives to make financial planning feel approachable, engaging, and even enjoyable.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.