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 joined the team as a financial planning associate at the end of the year, the day after graduation. He works closely with the firm’s advisors and clients to design and prepare financial plans and retirement scenarios, and is also engaged in research and development of planning strategies. In addition, he is a member of the Asset Management team and has been involved in the analysis and monitoring of investment portfolios.

Joe graduated from York College of Pennsylvania with a BS in finance and a minor in economics. A CERTIFIED FINANCIAL PLANNER™ professional, he is preparing to obtain a MS in 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 Pennsylvania.