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Thomas Kelly

Thomas Kelly is a finance professional with extensive experience in various roles within the financial services sector. Currently serving as a Trading Operations Associate at Vanderbilt Financial Group since July 2023, Thomas has a track record that includes positions such as Client Services Associate at Sam Beller Forest Hills Financial Group from March 2018 to July 2023, and Financial Planner Assistant at AJF Financial Services, Inc. from May 2015 to March 2016. Additionally, Thomas worked as a Retirement Plan Consultant at VALIC and as a Financial Professional in the Retirement Benefits Group at AXA Equitable. From February 1993 to September 2010, Thomas held the role of Senior Financial Consultant at TIAA, where a focus on customer relationships and comprehensive financial planning was emphasized. Thomas holds a Bachelor's Degree in Finance from St. John's University.

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