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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Brian Kelly

Financial Professional

(713) 402-6497

I began my career with Equitable in 2013 after 7 years in the retail and investment banking industries. A native Houstonian and graduate of the University of Houston, I decided it was time to step out from behind the desk and start making an impact in peoples' lives. As a wealth manager and financial consultant, I now have that amazing opportunity!

Through the utilization of multiple tools, I am able to help individuals and businesses achieve their most pressing financial goals. Whether it be investment advising, estate planning with the use of life insurance, retirement planning, or college planning, I have an array of solutions for many needs.

If I may be of service to you, please contact me at your earliest convenience and begin the first step toward financial success!

"One person can make a difference, and everyone should try." - John F. Kennedy