Kelly Kuennen serves as President of Ellsworth Advisors. He possesses more than 30 years of wealth management experience. In 2000, Kelly earned the CERTIFIED FINANCIAL PLANNER™ designation. As the President and co-founder of Ellsworth Advisors, Kelly is involved in overall firm management, strategy and business development. In addition, he serves as Ellsworth Advisors’ Chief Investment Officer. In this capacity, he is responsible for portfolio oversight, which includes the development and management of the firm’s five primary equity strategies as well as its alternative investments, commodities investments and the firm’s fixed income portfolios. Kelly also takes an active role in financial planning for existing clients and prospective clients. He is also licensed to underwrite and consult on life insurance.
Prior to Ellsworth Advisors, Kelly served as a Vice President with Morgan Stanley’s Global Wealth Management business. As a Financial Advisor, he counseled clients on their financial affairs while also managing their investment assets on a discretionary basis. Upon his departure from Morgan Stanley, he held the title of Senior Portfolio Manager.
Kelly began working with clients in an advisory capacity while serving as a Vice President at Robert W. Baird. In addition to working with individuals and families, he assisted business owners in establishing and managing their qualified retirement plans.
Kelly started his career at American Express Financial Advisors with a focus on financial planning, mutual funds and insurance.
Kelly is a graduate of Miami University with a bachelor’s degree in Finance. Kelly attended Miami as an Evans Scholar. He continues to be an active supporter of the Evans Scholar Foundation. Kelly resides in Middleburg Heights, Ohio with his wife, Cathy, and is the father of two adult daughters. He is an avid golfer and enjoys travel and movies.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.