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Mark T. Kelly

Principal Financial Counselor, Client Service Manager, Weston Financial
Leadership Team


ROLE

Mark has been with Weston Financial since 2018. He is responsible for overseeing Weston’s client service teams and business activities, including business development and operations.

EXPERIENCE

In addition to holding both the Chartered Financial Analyst® and Certified Financial Planner™ designations, Mark is a member of the CFA Institute, the Boston Security Analysts Society, and the Financial Planning Association. He joined Weston with more than 25 years of wealth and asset management experience in the greater Boston region.

EDUCATION

Mark is a graduate of the Carroll School of Management at Boston College (MBA) and the ABA National Trust School at Northwestern University and holds a bachelor’s degree in business administration from Bryant College.

COMMUNITY INVOLVEMENT

An active member of his community, Mark is a board member of Child and Family Services, is involved with the Duxbury Food Bank and My Brother's Keeper and is a former member of the Duxbury Finance Committee.

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency