Fifth Third Investment Team Andrew Kelley
Investment Executive
Day of the Week | Hours |
---|---|
Monday | 9:00 AM - 5:00 PM |
Tuesday | 9:00 AM - 5:00 PM |
Wednesday | 9:00 AM - 5:00 PM |
Thursday | 9:00 AM - 5:00 PM |
Friday | 9:00 AM - 3:30 PM |
Saturday | Closed |
Sunday | Closed |
Fishers
11662 Commercial Boulevard Fishers, IN 46038 USAbout Andy
Serving the Fishers area, Andy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Andy works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
When not working for his clients Andy loves to spend time with his wife of 7 years, Shelby, and their young sons. He is an avid golfer, lover of cars and open wheel racing, and a self claimed amateur Sommelier.
I knew I wanted to be a Financial Professional from the summer that I first interned with Wells Fargo Advisors. Going in to that role I had a passion for finance and a deep interest in financial markets, but seeing how impactful being a Financial Professional can be on someone's life inspired me to do whatever it took to one day be where I am.
When I first tried to enter the industry I applied to many firms and they all told me the same thing, "Get more experience". So what did I do? I did just that. I went out and worked for nearly 5 years gaining experience in Business to Consumer and Business to Business sales with the goal in mind of always transitioning back to becoming a Financial Professional.
Now in my role, I provide a few services to my clients daily which includes but is not limited to building financial plans for different stages of client lives, speaking to clients regularly to keep them on track, providing investment management and life insurance planning, helping with tax and estate considerations, and more.
If you have any questions please let me know!
When I first tried to enter the industry I applied to many firms and they all told me the same thing, "Get more experience". So what did I do? I did just that. I went out and worked for nearly 5 years gaining experience in Business to Consumer and Business to Business sales with the goal in mind of always transitioning back to becoming a Financial Professional.
Now in my role, I provide a few services to my clients daily which includes but is not limited to building financial plans for different stages of client lives, speaking to clients regularly to keep them on track, providing investment management and life insurance planning, helping with tax and estate considerations, and more.
If you have any questions please let me know!
Fifth Third Securities 2020 - Present
Edward Jones Investments 2016 - 2020
No securities employment between 2014 - 2015
Wells Fargo Advisors 2012-2013
Edward Jones Investments 2016 - 2020
No securities employment between 2014 - 2015
Wells Fargo Advisors 2012-2013
- Series 7
- Series 66
- Life Insurance
- CFP®
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want."
Learn MoreWe are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want."
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View ArticlesVisit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.
- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.