Kelly M. Kuennen
Kelly Kuennen is an investment advisor representative, CERTIFIED FINANCIAL PLANNER™, and a Managing Director of Ellsworth Advisors. He is responsible for all portfolio management, asset management, financial planning, and firm oversight. Kelly possesses over 25 years of experience in wealth management. In addition to being a Certified Financial Planner™, Kelly is licensed to provide and consult on life insurance. In 2015, he co-founded Ellsworth Private Wealth Management, LLC (predecessor to Ellsworth Advisors).
Prior to Ellsworth Advisors, Kelly served as a Vice President at Morgan Stanley Smith Barney’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 Smith Barney, he held the title of Senior Portfolio Manager.
Kelly began working with clients in an advisory capacity while 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 and two daughters. He is an avid golfer and enjoys travel and movies.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.