Michael B. Kelly

Biography

Located in the Downtown San Diego Office of Wedbush Securities, Michael B. Kelly is Vice President, Investments with over 20 years of experience in the securities industry. He approaches the financial advisory process by first partnering with his clients to establish realistic goals and strategies. Then, through applying time-tested tools and techniques, he creates customized financial plans, monitors performance and adjusts portfolios as needed based on changes in objectives or market condition. With a commitment to professionalism, competence and confidentiality, Michael works towards helping clients and their needs first. He has experience in assisting non-profits establish funding strategies and works closely with legal and tax professionals.

Michael B. Kelly graduated from California State University, Chico with a Bachelor of Arts in Economics in 1992. In addition, Mike and his wife, Corry-Lyn, have been happily married for over 20 years. They have raised four terrific children together and continue to actively participate in the local San Diego community. In his free time, Michael enjoys golfing, going to the beach and spending time outdoors.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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