Charles Kelly, Jr., CLF
Chuck previously served as the Managing Director for AIG Financial Network's Penn West Agencies. His 37+ years of industry experience began with Prudential Financial Services, where he held positions as Sales Representative, Sales Manager, and Managing Director. He qualified for over 35 Regional and International Leaders Conferences and was a multi-year GAMA National Management Award recipient. After 20 years at Prudential, he began the next phase of his career at AIG Financial Network as a General Manager. While there, he was promoted to Regional Vice President in 2004, and later to Sr. Regional Vice President, where he had oversight for 630 sales representatives, 18 Managing Directors, 72 Managers, and 42 Administrators. He was one of 6 field sales and marketing leaders chosen to head up AIG's transition from a protection platform to an advisory services model. Chuck earned his BA from the University of Virginia, and a Chartered Leadership Fellow-CLF designation from the American College of Financial Services. He is a graduate of the General Agents and Managers "GIFT" Program, maintains Securities Registrations-Series 7 and 66, along with his Life, Accident & Health, and Property & Casualty licenses. His teams have always remained focused on their commitment to helping clients experience a unique consultative, planning approach to ensure they are prepared for all of life's most meaningful moments.