Where do you want your career to go?

Mark Kelly Associates is aware that you have many choices when selecting a consulting and search firm to help you understand the numerous opportunities available to build on your professional success. However, few recruiters have ever walked in your shoes and understand the challenges involved as a wealth management executive.

Our experience as Financial Advisors, Branch, and Complex managers and during the last decade, independent consultants or agents make us uniquely qualified to add value… and equally important to help you avoid mistakes.

Most of our clients are going to make a change this important only once.  We are aware, it must be the right destination, the most competitive incentives and it must be executed perfectly. That’s what we make sure happens.  We are happy to introduce you to FA clients that we have helped in the past.

We recognize the importance of confidentiality and will only disclose your name after we receive your permission.

MKA takes the time to truly understand your business model, goals, and aspirations and will only recommend firms that are fit and completely capable to support your practice.