Broker Check
Adam  Kelly

Adam Kelly

Financial Advisor

Professional Services

  • Financial Needs Analysis
  • Retirement Funding
  • Life Insurance
  • Disability Insurance
  • Education Funding
  • Debt Reduction Strategies
  • Workplace Group Benefit Plans
  • Small Business Strategies
  • Estate Strategies

Professional Qualifications

  • Series 7 Securities Registration
  • Series 66 Securities Registration
  • Life and Health License


  • Lives in Franklin, TN with wife, Amanda, and children Caitlin and C.J.
  • Graduate of Western Kentucky University and University of Louisville
  • Settled in Middle Tennessee after living in 5 cities in 10 years
  • High School Sports Official
  • Loves to spend time playing driveway hockey with his kids, playing golf, fantasy sports, traveling, and appearing on game shows
  • Supports the Nashville Predators, Vanderbilt Commodores, Tennessee Titans

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