MKA Founder, Mark Kelly began his financial services career over 25 years ago.

His roles have included:

  • Financial Advisor
  • Sales Manager
  • Producing Branch Manager
  • Branch Manager for a flagship office
  • Complex/Regional Manager
  • Founder and President of nationally recognized consulting and recruiting firm

Mark has spent his entire career in our industry. He has walked in your shoes and has helped hundreds of Financial Advisors make important career decisions. He is deeply connected and well respected throughout the financial services industry.  His background and experience give MKA the skills needed to partner with Advisors and their teams to identify those institutions capable of providing the tools and support to significantly surpass their current environment.

Mark Kelly’s associates also have industry and recruiting backgrounds.

In short, MKA can offer valuable guidance that comes from first-hand experience to professionally address every aspect of the process and ensure a successful transition for all. That guidance is even more important today given the expanded options available for top wealth management practices. Again, a transaction that is negotiated to exceed your expectations.

If you would like to set up an appointment: