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Educating, serving and protecting families, coast to coast.

Kathleen J.W. Marshall headshot

Kathleen J.W. Marshall

Director of Operations

As the Director of Operations, Kathy is responsible for managing office workflow, compliance, policy, procedures, and analytics. Her background and expertise as a highly successful business owner, corporate spokeswoman, and national account manager for a Fortune 100 company, brings decades of experience to the team. Kathy has worked in healthcare, corporate management, private practice, and consulting. She graduated from the University of Maryland, College Park, with a degree in Dietetics, and qualified for the fast-track program at the University of Maryland, Baltimore Campus; earning a BSN in Nursing. In her spare time, she enjoys creating and improving filing systems, as well as playing the ukulele and piano, and traveling with her husband, children, and grandchildren.

Fun fact: Kathy’s mother was the head violinist for renowned American conductor, Arthur Fielder, and the Boston Pops.  Her violin was passed on to her daughter, Kathy, and eventually to granddaughter, Kristin Kelly.


Phone

410.206.6003


E-mail

kathleen@kelly-financialsolutions.com

Disclosure

Kristin Kelly is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K54510), FL, IL, MD, NC, NY, PA, SC, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kristin Kelly is licensed and authorized to offer insurance in California, but Kelly Financial & Insurance Services may not be. For additional information on California licensure status, please click here.

Kristin Kelly is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 410-206-6003. In this regard, this communication is strictly intended for individuals residing in the states of CA, MD, NC, PA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Kelly Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Kelly Financial & Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • About Us
    • Working Together
    • Our Process
    • Our Team
    • In the Community
    • In the News
  • Products & Services
    • Business Solutions
    • Advanced Planning
  • Resources
    • Education Center
    • Calculators
    • Videos
  • Contact Us

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