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Our financial advice team


Michael Kelley, Financial Advisor serving the Glastonbury, CT area - Ameriprise Advisors

Michael Kelley

CFP®, APMA

Financial Advisor

Coastal Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Five Star Wealth Manager, 2022 & 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Outside of work I can be found outdoors - hiking, skiing and exercising. I enjoy reading historical non-fiction and watching documentaries on unique foods from around the world.

As a native Ohian, I enjoy following Ohio State Buckeye football and Cleveland Guardians baseball.

I love spending time with my wife, Katie, and our two daughters, Monroe and Nora.