Weston Financial

Smart Advice Client Focus®

Back

Mark T. Kelly, CFA®, CFP™

Senior Vice President and Managing Director, Principal Financial Counselor
Weston Financial


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.

Form ADV Part 2B Brochure Supplement [PDF]

Subscribe to Our eNewsletter
Loading

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

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