The Empire Branch - Helping You Build Your Financial Future

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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

Nick Kelly, MBA

Nick Kelly, MBA

Retirement Planning Specialist

At Retirement Group

Nicholas Kelly began as a Financial Advisor with AXA Advisors in 2005.  In addition to helping clients work towards achieving their financial goals, he supports the team with investment research and training.

At SUNY Geneseo, Nicholas double majored, earning his Bachelor of Science in Business Management and Bachelor of Arts in Communication.  Upon graduating, he went on to achieve his MBA, with a concentration in Finance, from the William E. Simon Graduate School of Business Administration at the University of Rochester.  After joining AXA, Nicholas received the Retirement Planning Specialist title, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.  His licenses include the Series 7, Series 66, and New York State Life & Health.

Nicholas has served on several boards – most recently with the Ken-Ton Chamber of Commerce – and has volunteered both time and resources to different local charities and charitable events. In his spare time, he enjoys spending time with family and friends, playing sports, and cheering on the Buffalo Bills and Sabres.

 

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (716) 626-2533
Fax (716) 631-4764
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck