Peter is the founding member of the Kelly & Perez Wealth Management Group and has over 30 years of experience in the wealth management industry.  Peter's primary responsibilities within the group include overseeing client communication, investment strategy, asset allocation, risk management and team development. He also consults with high net worth individuals and their families in the areas of financial, retirement and estate planning and assists in the construction and monitoring of investment portfolios designed to meet the objectives of these plans. One key aspect of his role is coordination with clients' CPAs, attorneys and other trusted professionals.  Peter has earned the designation of Certified Financial Planner™(CFP®) and is registered as an Investment Advisor Representative in the state of Florida.  He carries Series 3, 5, 7, 8, & 63 licenses and is registered in 23 states.  He is also licensed in insurance and annuities.

Jim is a partner of the Kelly & Perez Wealth Management Group and has been advising clients of the group for over a decade.  Within the team, Jim is responsible for financial goal analysis, investment advisory services, performance monitoring and client portfolio review.  In addition, Jim specializes in insurance, annuities, banking and lending.  Jim obtained the Certified Investment Management Analyst ^TM (CIMA^®) designation through the Wharton School at the University of Pennsylvania and is a Certified Financial Planner ^TM (CFP^®), carrying Series 7, 31, 66, and insurance licenses.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI

Mindy is a Wealth Management Associate and has been with the Kelly & Perez Wealth Management group since 2003.  Mindy is often the initial point of contact for clients and an integral part of the team who oversees most operational, administrative and service related tasks of the group.  Her responsibilities include assisting clients with account documentation, asset transfers, banking services, tax reporting and online support. She carries Series 7, 66 & 31 licenses.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, NC, NJ, NV, NY, OH, PA, UT, VA