Jacob P. Adkins, CFP®
Associate Advisor
Jacob is a dedicated financial professional who has embraced The Kelly Group's mission to be stewards of wealth and well-being for generations to come. Through conversation, Jacob seeks to understand the lives of those he interacts with to provide sound guidance that empowers clients to make decisions that lead to meaningful outcomes. Since joining the firm in 2018 as a Financial Planning Associate, Jacob has worked closely with the firm's advisors on preparing and presenting comprehensive financial plans.
As a Certified Financial Planner™, Jacob now serves as an associate advisor and continues to work closely with the firm's advisors and clients to provide holistic financial planning and offering personalized advice. Jacob's academic credentials include a BA in finance from Salisbury University and a master's degree in Personal Financial Planning from Texas Tech University, which he completed in the Fall of 2024 along with three graduate certificates in Charitable Planning, Financial Health & Wellness, and Lifecycle Financial Planning.
A native of Harford County, Jacob embodies the firm's commitment to community and neighbor-centered service. His philanthropic spirit shines through his active involvement in local organizations, including a role with the Community Foundation of Harford County, a member of the Bel Air Rotary Club, a graduate of the Harford Leadership Academy (Class of 2024), an annual participant in the SARC Walk a Mile in Her Shoes® event, and participant in The YMCA's Holiday-themed runs.
Jacob resides in Bel Air with his wife Shannon, their son, and their dog. The Adkins family is eagerly anticipating the arrival of their second child in the Spring of 2025.