Investment Advisor/Registered Representative
Kerwin Kelley has worked in financial services for 37 years, including the banking industry for more than two decades. He obtained his bachelor’s degree in accounting, holds his Series 7 and 66 licenses, and is life and health insurance licensed in Texas, Indiana, Kentucky and Tennessee.
“I provide a goal-based holistic approach to my clients while also utilizing the expertise of others on my team to help my clients maximize their investments and tax savings,” Kerwin says.
Prior to working at Purpetual Wealth Management, Kerwin was a branch manager at KeyBank and worked closely with the bank’s Community Reinvestment Act division. Additionally, he was an adjunct financial literacy instructor for SUNY (The State University of New York) and a financial advisor and insurance agent at Brookstone Financial, before it was sold by its owner, Jim Jones, prior to his founding Purpetual Wealth Management.
Having such extensive experience in so many different areas of the financial industry helps Kerwin put complex strategies into simplistic terms. He assists clients by showing them the big financial picture, as well as explaining to them why it is important to have all the pieces of the financial puzzle working together.
Kerwin helps clients with retirement planning by showing them how he can help mitigate risk, reduce market volatility and help to provide a tax-efficient retirement. He is different from many other advisors because he has the ability to offer his clients private equity, alternative investments and a holistic approach to financial and retirement planning. His overall mission as a financial advisor is to help people be better stewards of their finances so that, one day, they can stop working for money and make money work for them.
In his spare time, Kerwin is very active in his church. He has served as a Sunday school teacher, gatekeeper, church trustee, boys-to-men mentor, minister and currently as men’s ministry facilitator. He is also involved in his community, volunteering to teach financial literacy classes; helping with Repair Affair, an organization that helps elderly and disabled people repair their homes; and participating in “Day of Caring” events for United Way.