Nicholas Kelly
MBA
Planning Analyst
Nicholas Kelly began as a Financial Advisor with the company in 2005. He now supports the team with investment research and training.
At SUNY Geneseo, Nicholas double majored, earning his Bachelor of Science in Business Management and Bachelor of Arts in Communication. Upon graduating, he went on to achieve his MBA, with a concentration in Finance, from the William E. Simon Graduate School of Business Administration at the University of Rochester.
Nicholas has served on several boards — most recently with the Ken-Ton Chamber of Commerce — and has volunteered both time and resources to different local charities and charitable events. In his spare time, he enjoys spending time with family and friends, playing sports, and cheering on the Buffalo Bills and Sabres.
Contact Information
Nicholas.Kelly@Equitable.com
Office: (716) 626-2533
Fax: (716) 631-4764
Disclosure: Nicholas Kelly holds FINRA, Series 7, and 66 registrations but does not offer securities, investment advisory services, or any financial products or services. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@Equitable.com