Financial Advisors
Durham, NC
Kelly Wealth Management Group is a financial advisory firm based in Durham serving clients across North Carolina with comprehensive wealth management, investment planning, and financial consulting services. Operating under the Raymond James platform, the firm provides personalized guidance to help clients build and preserve wealth through strategic investment management and financial planning tailored to individual goals and circumstances.
Ideal for: High-net-worth individuals, business owners, pre-retirees, clients seeking comprehensive wealth strategy
Service area: Durham, North Carolina and surrounding areas
Raymond James Partnership: Backed by Raymond James Financial, a major national brokerage and custodian with extensive research and investment resources.
Personalized Approach: Offers tailored wealth management strategies designed to align with individual client goals rather than one-size-fits-all solutions.
Address: 2828 Pickett Rd #280, Durham, NC 27705
Phone: (919) 321-9500
Website: raymondjames.com
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