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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

 

Deborah M. Kelly

Deborah M. Kelly

CFP®, ChFEBC℠ Financial Advisor, RJFS

 Todd M. Wike, CFP®

After graduating from Villanova University with a Bachelor of Science degree in biology/pre-med, Deborah decided to forego a career in the medical field and started a family and a business instead. After 16 years of owning and operating an early learning center, she joined Potomac Financial Group as a Financial Advisor in February 2009.  As a former business owner and mother of four children, two step-children, and a chocolate lab, Deborah knows first-hand the importance of having a plan, staying organized, and paying attention to detail.  She puts these skills to work as a Certified Financial Planner™ professional, providing individualized financial planning tailored to meet her clients’ needs in all stages of life – from paying for college to retiring comfortably. She does so by closely listening to her clients and advising them on their unique and ever-changing financial needs and goals.

As a Chartered Federal Employee Benefits Consultant™ (and the wife of a federal retiree), Deborah has extensive knowledge of the FERS, CSRS, and various other federal employee employment systems and works closely with federal employees with their benefit and retirement decisions.

In 2013, Deborah established WISE Women, which stands for We’re Informed, Secure, and Empowered! Women, to help women become more knowledgeable and confident. By hosting events throughout the year, she provides women with an opportunity to network and socialize, while learning about a wide range of topics, such as finances, estate planning, photography, and more—even golf.

Her favorite pastime is spending time with her family, especially outdoors, and she enjoys exercising and playing sports. She loves adventure and has skydived with her kids, completed a ruck march, ran a full marathon, and even finished a half marathon (13.1 miles) on crutches.  She is a member of Order of Sons of Italy in America and was recognized as the Archdiocese of Washington Catholic Business Network’s 2009 Volunteer of the Year.  She also supports various charitable organizations, including the American Stroke Association, St. Jude Children’s Research Hospital, the Alzheimer’s Association, and Ovations for the Cure.

WISE Women is independent of Raymond James.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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