Specialties
About Me
Kellie Kelleher-Smith joined B&C Financial Advisors team in 2024 as a Wealth Advisor.
Kellie is a registered Investment Advisor Representative and credentialed Chartered Advisor in Philanthropy® (CAP®), from The American College of Financial Services, demonstrating the knowledge and tools to help clients achieve their highest aspirations for self, family, and society. She received her bachelor’s degree from Nova Southeastern University, Master of Science degree from Bridgewater State University in Bridgewater, Massachusetts, and Master of Art degree from Emerson College in Boston. Before joining B&C, Kellie led the Jewish Community Foundation of NEFL. In 2018, she was hired to oversee the successful merger of the Foundation with the Jewish Federation of Northeast Florida where she strengthened and rebuilt relationships with existing investors and bequest donors. Kellie serves as a board member and Immediate Past President of the Women’s Center of Jacksonville, a community-based resource center dedicated to improving the lives of women and supporting. Kellie enjoys being in nature, running, paddle boarding, trail riding, and hiking. She lives in Jacksonville, FL with her husband Jason, son Jackson, and rescue dogs Asher and Eve.
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Interests & Hobbies
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Credentials
CAP, MS
Chartered Designations
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Disclosures
Kellie Kelleher-Smith CRD#: 7899625 Year of Birth: 1980 EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE Education 1998 – 2001 – Nova Southeastern University; Bachelor of Science 2001 - 2003 – Bridgewater State University: Master of Science Sociology 2022 – The American College of Financial Services; Chartered Advisor in Philanthropy Designation Certification in good standing until 12/31/2025 Licenses FINRA Exams: Series 65 – Uniform Investment Advisor Law Examination Business Background 01/2024 – Present Butensky & Cohen Financial Security, Inc. Position: Wealth Advisor (04/2024 – Present) Position: Employee (01/2024-03/2024 07/2023 – 12/2023 Fairlane Consulting Position: Consultant 05/2018 – 07/2023 Jewish Federation & Foundation of NEFL Position: Director 06/2014 – 06/2018 American Cancer Society Position: Director 12/2011 – 06/2014 Daniel Foundation Position: Executive Director DISCIPLINARY INFORMATION There are no legal or disciplinary events to report. OTHER BUSINESS ACTIVITIES Mrs. Kelleher-Smith is not involved in any other business activities. The full focus of her attention is directed to meeting your investment needs. ADDITIONAL COMPENSATION Mrs. Kelleher-Smith will receive an economic benefit based on the number of sales, client referrals, and from opening new accounts.