Kelley King, CLU, ChFc, Partner joined Plante Moran Insurance Agency in 2008 with 25 years experience serving high net worth individuals. Kelley specializes in strategic life insurance solutions. Additionally, harnessing the resources of PMFA’s investment management team, Kelley provides sophisticated estate and wealth transfer planning with a focus on maximizing assets for loved ones and charitable organizations.
Kelley received his bachelor of science administration degree in finance from The Ohio State University and is a member of the Society of Financial Service Professionals, the Association for Advanced Life Underwriters, and is a registered representative for Valmark Securities Inc. He is also the Chairman of the Board of Trustees for the Central Ohio Youth for Christ, a founding member of the Columbus chapter of Kingdom Advisors, and a member of the Worthington Estate Planning Council.
Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 579-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.
