William Kelly, CFP®
Managing Director
William H. “Will” Kelly, Baltimore, is responsible for setting and overseeing the Baltimore office’s strategic vision, with an emphasis on leadership and business development, at United Capital Financial Advisors. Will and his team aim to help clients understand their goals and priorities and build a plan to live the lives they want. He prides himself on delivering thoughtful, comprehensive financial advice.
For over 20 years, Will has focused on acquiring and serving the needs of clients. Prior to joining what is now United Capital, Will was a partner at Harold C. Brown & Co., a registered investment advisory firm in Buffalo, NY.
Will is a CERTIFIED FINANCIAL PLANNER™ Professional. Will earned a B.S. from Ithaca College in 1988.
Will has a devoted life partner, Brynne, and three children. He enjoys spending time with family and friends, as well as traveling, working out, riding his Harley, playing golf, reading and cooking. Will is also passionate about staying involved in the Greater Baltimore community and holds a board position with Special Olympics Maryland. Will also participates in the Maryland Chamber of Commerce Executive Referral Group, XPX Maryland, and is an active alumnus of Leadership Baltimore County. Will is originally from the New York metropolitan area via Buffalo.
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