Philadelphia Estate Planning Council

Member Public Profile

  • Home
  • Member details

James Kelly

PNC

 

Member profile details

First name
James
Last name
Kelly
Suffix/Designations
JD, MBA, LLM(tax), CFP, CTFA, AEP, CEPA
Organization
PNC
Title
Vice President Wealth Strategy
 

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Attorney
  • Banking/Trust Administration
  • Financial Planning

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

Powered by Wild Apricot Membership Software