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Tim Kelly

IOA Private Client Group - Wealth Strategist

Tim has been in the financial services industry for over 30 years and acts as a wealth strategist and resource for insurance producers and their clients. He specializes in working directly with top performing producers throughout the country assisting them in integrating and presenting unique concepts and strategies to their existing and prospective business owners, executives and high net worth clients. These client-focused wealth strategies and solutions are designed to grow, protect and preserve business assets as well as personal wealth. They are tax efficient, have no market risk, and provide guarantees to protect and preserve the client’s assets and income, thus establishing safe and secure comprehensive asset maximization. Originally from Atlanta, Georgia, Tim has been a resident of the Tampa Bay area in Florida for over 40 years, and he has three children.