Client specialties


  • Financial planning
  • Investment management

Michael Kelly, CFP®, MS

Partner, Private Wealth Advisor

Bio


Michael joined Procyon following the merger with Pivotal Planning Group, LLC in 2021. He is the Director of Procyon’s Virginia Beach, VA office.

Michael brings with him an extensive knowledge of financial planning and wealth management strategies. He began his career in finance in 1999 with a financial planning firm on Long Island, specializing in providing financial services and guidance to high-net-worth individuals, families and business owners. He continued his career locally as a financial consultant with an international brokerage firm and as a client relationship manager with a large national bank, further rounding out his financial skills in aiding high-net-worth and ultra-high-net-worth clients. Michael then spent almost 10 years working with a VA-based money management firm and established the firm’s financial planning services department before joining Pivotal in 2017. He is a Certified Financial Planner® professional and holds both a bachelor’s and master’s degree from Old Dominion University.

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