William H. Kelly, CFP®

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Will Kelly

Managing Director

E-mail: will.kelly@unitedcp.com
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Professional Background

For more than 10 years, Will has been focused on new business development and caring for the needs of high net worth individuals and families. Will is involved in the day to day management decisions of the United Capital office in Buffalo with a primary focus on Sales & Marketing.

Prior to joining United Capital, Will was a partner at Harold C. Brown & Co., LLC (HCB), a wealth advisory firm that was a staple in Western New York for 80 years. At HCB, he was responsible for new business development and high-level client contact with many of the firm’s key relationships, primarily high net worth families and individuals. Will was also a member of HCB’s Investment Committee that oversaw the investment choices available to HCB advisers and clients. Prior to joining HCB he served in the role of Regional Operations Manager for a national travel services organization.

Education

Will received a Bachelor of Science degree in 1988 from Ithaca College in Ithaca, NY. Will is a Certified Financial Planner® Practitioner. Will is a 2005 graduate of Leadership Buffalo, serves as Treasurer of the Burchfield Penney Art Center Board of Directors and is Chair-Elect of Gilda’s Club WNY Board of Directors.