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Deborah M. Kelly, CFP®

Deborah M. Kelly, CFP®

Financial Advisor, RJFS

 Deb Kelly

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.

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 Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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