Chris Kelly is a Coordinator of Advisory Support at Penn Wealth Planning, LLC. Chris assists the financial advisors in delivering outstanding client service by liaising with the client support operations team and providing thorough tax planning input.
Prior to joining Penn Wealth in 2018, Chris occupied several senior financial management roles in both private and publicly traded multinational pharmaceutical companies spanning eight years, rising to the level of VP of Finance. Prior to that, he spent nearly nine years working at PricewaterhouseCoopers as an auditor, split between the London and Philadelphia offices. In particular, this background provided Chris with a strong foundation in understanding the life cycle of pharmaceutical companies and typical employee compensation plans (including restricted stock and stock options).
Chris is also a CPA (licensed in Pennsylvania since 2007) and a Chartered Accountant (Institute of Chartered Accountants for Scotland) since 2005. During tax season he works closely with Gerald Barlow, CPA in the Penn Wealth Accounting Group, to facilitate client tax preparation and service.*
Chris was born and raised in Scotland. He attained his Masters in Chemical Engineering at the University of Manchester and moved to the U.S.A. in 2006. Chris holds his Series 7 and [Series 66] licenses with LPL Financial. Chris is an avid golfer who, along with his wife Nancy, has two children Luke and Margaret.
* Penn Wealth Accounting Group and their services are not affiliated with LPL Financial.