M. Alexandra Kelly, CFP®, MBA, CRPC®
Partner | Wealth Management Advisor
Alexandra is a Partner with The Will Group. Alex is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Retirement Planning CounselorSM (CRPC®) Designation. A graduate of Salisbury University’s Franklin P. Perdue School of Business, Alex earned both a Bachelor of Science degree in Information Systems and Management, as well as a master’s degree in Business Administration with a focus in Finance.
Alex joined the financial services industry in 2012 and has been a member of The Will Group since 2014. Born and raised in Frederick, MD she stays active in the community and is a proud member of the Rotary Club of Carroll Creek, and Frederick Christian Fellowship Church. Alex and her husband, John, reside in Frederick with their four children.
The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.