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portrait of Cailte Kelley
FINANCIAL ADVISOR

Cailte Kelley

CEPA®, AAMS™
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Socially Conscious Investing
  • Business Retirement Plans
  • Retirement Income Strategies
  • Divorce Finances

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • History and Museums
  • Volunteering
  • Music
  • Hiking
  • Reading

Team Members

  • Jennifer Penniman
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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