- Kerry Ahern
- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Lucas R. Belanger
- Debbie Berlin
- Erin Brady
- Sheri Bullard
- Cameron Bunce
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Ben Johnson
- Carsyn Jones
- Edward Karppi
- Leo J. Kelly III
- Leo Kelly IV
- Noel LaMontagne
- Cameron Lemke
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew J. Moore
- Matthew S. Moore
- John Morgan
- Thomas J. New
- Taylor O’Hara
- John Piccirilli
- Matthew Pietzak
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Robert Schmitt
- Meg Sheil-Puopolo
- Jeffrey Simet
- Stephen Thacker
- Michele Welsh
- Kelly Wright
- Andrew Wright
Leo Kelly IV
Private Wealth Advisor
Leo Kelly IV supports Verdence’s advisory team in serving client relationships across the firm. Before joining Verdence, he worked as a Senior Sales Specialist at T. Rowe Price. Leo holds a Bachelor of Arts in Economics from Wake Forest University, where he also studied communication and entrepreneurship. He played quarterback on the football team and was named to the ACC Academic Honor Roll. Outside the office, Leo enjoys golf, following football, time at the beach with family and friends, and hanging out with his dog.
Get to know Leo!
What is your favorite vacation spot?
“The beach with family and friends.”
If you were not a financial advisor, what would you be?
“A Graphic Designer.”
Who, living or dead, would you like to invite for dinner?
“Future Hall of Famer, Eli Manning.”