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Our financial advice team


Douglas Kelly, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

Douglas Kelly

CFP®, BFA, CRPC

Financial Advisor

Three Buckets Wealth Management
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science, Economics and Finance, SUNY Cortland, Cortland, NY
  • Burnt Hills High, 1999-2003

Douglas Kelly

Nestled in the picturesque community of Averill Park, NY, Douglas Kelly is a spirited and multifaceted member of the Three Buckets Wealth Management team. Alongside his wife, Kelly, and their daughters, Shaylyn and Layla, Douglas enjoys a life filled with music, outdoor adventures, and the simple joys of family time. His background has provided a strong foundation for his career in wealth management, where he combines financial acumen with a personal touch.