Nicholas KellyNicholas Kelly, MBA

Planning Analyst

Nicholas Kelly began as a Financial Advisor with Equitable Advisors in 2005. In addition to helping clients work towards achieving their financial goals, he 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. After joining Equitable, Nicholas received the Retirement Planning Specialist title, awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. He holds FINRA Series 7 and Series 66 registrations, and New York State Life & Health licenses.

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
Office: (716) 626-2533
Fax: (716) 631-4764