Kelly Correll, CIMA^®, CFP^®

Designations and licenses

Kelly is a Certified Investment Management Analyst®, a CERTIFIED FINANCIAL PLANNER™ professional and holds life, sickness, accident and health and annuity licenses in Arizona.

Experience and education

Kelly has over a decade of financial services experience. He specializes in financial planning and wealth advisory services related to executive compensation.

Prior to joining Mariner, he worked as a regional vice president at FS Investments, where he focused on helping independent financial advisors understand and implement alternative investments with their clients.

Kelly has a bachelor’s degree in finance from North Dakota State University.

Personal interests

Away from the office, Kelly enjoys spending time with his wife and two children and is an avid outdoorsman.

Kelly’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.