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Trey Kelly, ChFC

A  native of Atlanta, Trey Kelly, ChFC has spent over twelve years in the insurance and financial services industry. He began his career as an insurance advisor with a major life insurance company headquartered in Boston, MA where he earned his Chartered Financial Consultant Designation. Trey went on to manage the financial planning division of one of the largest privately owned banks in Georgia.
Two years ago, Trey joined Executives Insurance to head up our Life and Estate Planning Division. He and his staff help professionals, business owners, and retirees develop income and asset protection strategies to protect their family’s and themselves from life‘s unexpected occurrences, by utilizing the benefits of life, disability and long term care insurance.

A former member of the Atlanta Estate Planning Council, Trey serves on the board of directors for the Atlanta Association of Insurance and Financial Advisors. He currently holds life and heath, property and casualty insurance licenses, along with series 6, 7, 63, and 65 securities licenses.

As an independent insurance agency, Executives Insurance represents many national and regional insurance companies as well as a wide variety of specialty carriers. Trey’s attention to quality service ensures competitive pricing, a variety of coverage choices and a customized plan to meet your specific needs. As your trusted advisor and advocate, he is dedicated to making insurance buying understandable and accomplished with ease.
Trey may be reached at 678-553-5297 or you can send an email message to him by completing the form below.


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