KELLY GANNON, CFP®, ChSNC®
Senior Financial Planner
My name is Kelly Gannon and I am the Senior Financial Planner. My role is to assist Kristen and Luke in planning for clients and providing top level service.
My path to becoming a financial advisor was a winding one, but I have not looked back. I am passionate about helping people achieve their dreams and feel secure in their financial future. I take great care to understand clients, their goals, and concerns. Using this information, I work diligently to build a comprehensive, customized plan. My goal is to guide clients in making well-informed, educated decisions that are aligned with their goals.
I earned master’s degrees from Virginia Tech in Accounting and VCU in Communications. I hold series 6, 7, 63, and 65 licenses, as well as a Chartered Special Needs Consultant® designation.
Outside of work, you will most likely find me outside. My partner, Matt, and I enjoy running, hiking, biking, paddling, and fishing together. I also ride, show, and fox hunt with my horses. And not to be left out is our dog, Kris Kringle McKringleberry, with whom I volunteer with Dogs on Call at VCU Health.
KELLY GANNON, CFP®, ChSNC®
Senior Financial Planner
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Advisory services offered through James River Asset Management, LLC. Insurance services offered through James River Wealth Advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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