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Kelly Thomas, Bay Financial Associates LLC

J. Kelly Thomas, CPA/PFS, CFP®

Kelly founded Thomas Financial Associates in 1999 and presently serves as the firm's Senior Wealth Advisor. He is responsible for all facets of the firm's wealth management process ensuring that all clients receive timely, open and honest communication, relevant education and seamless proactive service that consistently exceeds their expectations. Kelly has over 20 years of experience in helping high net worth individuals and families grow, protect, enjoy and transfer wealth.

Prior to founding Thomas Financial Associates, Kelly formed J. Kelly Thomas, CPA, P.C. in 1993, a CPA firm providing high quality tax and accounting services in the Central Massachusetts area. Previously, he served as a Senior Tax Manager with KPMG, providing financial planning, tax, retirement and estate planning services to that firms' high net worth individuals, middle market and start-up companies. Kelly gained additional experience as a Senior Tax Consultant for Dresser Industries, a Fortune 100 multinational manufacturer and oil field services company.

Kelly earned a Bachelor of Arts Degree in Accounting from Baldwin Wallace College in Berea, Ohio and is a licensed Certified Public Accountant in both Massachusetts and Texas. He is a member of both the Massachusetts Society of CPA's, serving on their Personal Financial Planning committee, and the American Institute of CPA's, where he serves on their Tax Committee. Kelly earned his CERTIFIED FINANCIAL PLANNER® license in November of 1999 and is a member of the Financial Planning Association of Massachusetts. Kelly's securities licensing includes the Series 7, 65 and 63 through LPL Financial in addition to his insurance license.

He is Charter President of the Westborough Lions Club, a former member of the Board of Directors and Campaign Cabinet of the Tri-County United Way and served on the Committee of Management of the Boroughs Branch of the YMCA.

Kelly and his wife, Judith, share a home in Westborough, MA with their four active college-aged children. Kelly is an avid sports fan and enjoys backpacking with his children and golf.

Contact:

Thomas Financial Associates
Chauncy Place
45 Lyman Street, Suite 27
Westborough, MA 01581
Phone: 508-366-0181
Fax: 508-366-0452
Website: www.jktfinancial.com
Email: kthomas@jktfinancial.com

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