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Jeffrey Kelly is an experienced financial professional with a robust background in financial advisory services. Currently serving as a Chartered Financial Consultant (CHFC) at Atlantic Financial Group since January 2015, Jeffrey also operates an independent certified financial planning firm established in June 2004. Prior to these roles, Jeffrey held financial advisor positions at M&T Bank and Vanguard, and began the career at MBNA America as a Quality Services Representative. Educational credentials include a CHFC designation obtained from The American College of Financial Services between 2008 and 2012, along with a degree from Penn State University completed in 1998.