David Kelly, CFP
Your Trusted Advisors
World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.466.1119 · Fax: 516.466.8289
Your Trusted Advisors
Experience and Trust.
2241 E. Continental Blvd.
Suite 140
Southlake, TX 76092
Phone: 817.410.3715
Fax: 817.410.3716
Email: dkelly@cpasllc.com
Certified Financial Planner
Series 7, 24 and 63 licensee
Investment Advisor Representative
Licensed Insurance Agent
Principal
Cornerstone Professional Advisor Services, LLC
David has been in the financial services industry since 1990, and a Certified Financial Planner (CFP) since 1993.
As a CFP, his practice focuses on providing a complete financial plan for his clients; addressing their concerns towards wealth building, college education funding, retirement and estate planning. For small business owners, David also addresses business planning and succession planning strategies.
David believes in giving back to his community through volunteer service. He has previously served four terms as Mayor of his home town, Colleyville, Texas and serves as a board member on several non-profit and community organizations.
David attended Texas Christian University and graduated with a Bachelor of Business Administration degree.
David Kelly, CFP is a Registered Representative of and offers securities through SA Stone Wealth Management Inc., Member FINRA & SIPC. Cornerstone Professional Advisor Services is not affiliated with SA Stone Wealth Management Inc.. Securities activities are supervised by SA Stone Wealth Management Inc. Licensed as a Registered Representative in CA, FL, ME, MS, NC, NJ, NM, PA, NY, TX,VA and WY.
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World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.408.1160 · Fax: 516.408.1154
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