PHONE: 410-893-0560 or 800-999-8609

FAX: 410.838.3287

EMAIL: info@kellyria.com

 

Joseph P. Henninger, CFP®

Financial Advisor

Joe has always had a focus on excellence and teamwork, which makes him a perfect fit for his role as a financial planner and member of our trading team.

Joe started as an intern with The Kelly Group in May 2014, and transitioned to financial planning associate the day after graduation. After more than ten years with The Kelly Group, he now serves as a financial advisor. Joe works closely with clients to provide holistic financial planning, offering personalized advice and guidance on a wide range of financial matters, including retirement planning, investment strategies, and wealth management, to help them achieve their long-term goals. In addition, He is also a member of the Investment Committee, contributing to the analysis and monitoring of investment portfolios.

A CERTIFIED FINANCIAL PLANNER™ professional, Joe graduated from York College of Pennsylvania with a BS in Finance and The College for Financial Planning with a MS in Personal Financial Planning.. Joe serves on the Advisory Board of the Edgewood High School Academy of Finance. He was raised in Harford County and lives in Florida.