Timothy Kelly
Omaha, NE - Home Office
Tim Kelly is dedicated to helping a select group of high net worth families and individuals manage their financial portfolios by developing investment plans around their long-term goals and risk tolerance. His extensive experience through major significant shifts in the markets enables him to help his clients structure portfolios to address their specific financial goals.
Tim began his financial services career as a financial consultant with RBC Dain Rauscher in 2001. In 2007 he moved my practice to AG Edwards, which later became Wells Fargo Advisors. Striving to find a more independent platform to better serve his clientele, he moved from Wells Fargo Advisors to Silverleaf Wealth Management on November 1, 2017.
Part of who Tim is today comes from the two summers he worked for the Southwestern Company, based in Nashville, TN selling a study guide and kids book set door-to-door in Louisiana and Tennessee.
During both summers, Tim learned the value of hard work, attention to detail, discipline to daily routines and perseverance. Tim went on to earn his Bachelors degree in Business Administration with a minor in Marketing from the University of Kearney.
In his free time, he enjoys playing golf, tennis and the guitar. Tim has two children, Drew and Katie. Drew graduated in 2020 from the University of Nebraska Lincoln with a Degree in Management with a Minor in Economics. Katie is currently attending the University of Nebraska in Lincoln pursuing a degree in Marketing.
Awards:
2019-2023 LPL Freedom’s Club*
