Our Team

Kelly Ryan Smith is the founder and principal of Kelly Ryan Financial.  She is a graduate of Cornell University, with a bachelors degree in Consumer Economics, and began her career in financial services in 1982 at Citizens Savings Bank.  Prior to establishing Kelly Ryan Financial in 1995, Kelly worked with Putnam Investments and Bank of Boston, among other financial institutions. 






Gerry SmithGerry Smith joined Kelly Ryan Financial in 2007, initially assisting primarily with IT functions.  He shifted to full time in 2012, and in 2014 he obtained his Series 7 and 66 licenses.  Gerry's current focus is on investment research and analysis, portfolio construction, and back office operations.  Previously, Gerry worked in the Science and Engineering fields, having obtained his Ph.D. in Physics from Rice University.  





One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We're looking forward to using our expertise to help you pursue your financial goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we may know a group that does.