Located in the Downtown San Diego Office of Wedbush Securities, Michael B. Kelly is Senior Vice President, Investments with over 25 years of experience in the securities industry. Michael prides himself on his commitment to provide consistent, professional advice to his clients. He approaches the financial advisory process by first partnering with his clients to establish realistic goals and strategies. Then, through applying time-tested tools and techniques, he creates customized financial plans, monitors performance and adjusts portfolios as needed based on changes in objectives or market condition.
Michael graduated from California State University, Chico with a Bachelor of Arts in Economics in 1992. In addition, Mike and his wife, Corry-Lyn, have been happily married for over 20 years. They have raised four terrific children together and continue to actively participate in the local San Diego community. In his free time, Michael enjoys golfing, going to the beach and spending time outdoors.
Background
- Over 20 years of experience in financial services.
- Dedicated to the core value of meeting client needs first.
- Committed to professionalism, competence and confidentiality.
- Provide personal, customized financial counseling and service.
- Experienced in assisting non-profits established funding strategies.
- Advocate conservative, time-tested investment techniques.
- Work closely with legal and tax professionals.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Background
I have been Senior Vice President, Investments at Wedbush Securities for the past 11 years. Prior to joining Wedbush, I held positions at Prudential Securities and Wachovia with a total of 18 years experience in the financial advisory space. I am an avid NFL and NBA fan. When I'm not in the office, I enjoy spending time with my family and traveling.
Norm Parrott is the Manager of the Anchorage office of Wedbush. He joined Wedbush in 2004 and has 22 years of Wealth Management experience. As a Wealth Manager, he specializes in designing tax-efficient, cost-effective, risk-adjusted portfolios for high net-worth families, retail investors, corporations, endowments, 503(c)(3)’s, and institutional investors of various kinds. He combines the breadth and depth across global markets to deliver a needs based approach for clients.
Norm enjoys spending time with his family and the great outdoors. His passion over the last 25 years has been coaching football, where he has led young men to embrace the “FORD” Effect (Focus, One-Hundred Percent Effort, Respect, and Discipline) at all times. He was a student-athlete at Colorado State University where he studied Finance and Economics while playing Division I football. Upon completion, Norm attended the University of Pennsylvania Wharton School of Business and specialized in Business Management and Leadership. He is actively involved in his community and enjoys serving various charitable organizations with his time and resources.
Norm’s life priorities are God, Family, and Vocation.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Paul collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. He regularly hosts workshops and seminars to educate clients on important topics such as retirement planning, income in retirement, education planning, taxation and more.
Paul collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. He regularly hosts workshops and seminars to educate clients on important topics such as retirement planning, income in retirement, education planning, taxation and more.
Prior to Wedbush, Paul spent 6 years at Edward Jones, and has an extensive background in technology including firms such as IBM, Silicon Graphics, 3Com, RealNetworks, BigBand Networks, and ARRIS Corp. He holds a Bachelor’s degree in Mechanical Engineering from Brown University, and received his MBA in International Finance from George Washington University. He has an obsession for learning and a deep passion for finance and taking care of clients. He has lived all over the world including Madrid, Paris, London, and New York City, where he is originally from, before settling in Redwood City where he currently resides with his wonderful wife of almost 30 years. They have two fantastic daughters who graduated from Cal Poly San Luis Obispo and Loyola Marymount University. In his spare time, he enjoys skiing, cycling, swimming, traveling the world, real estate and cooking.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Paul C. Firth is Vice President of Investments in the San Diego office of Wedbush Securities. In a career spanning three decades, he has strived to be a staunch advocate for his clients’ financial success. Paul’s professional life has been dedicated to protecting and growing the wealth of his clients with sensible, low cost, ‘tax-wise’ investment strategies.
Paul is supported in these efforts by his firm, Wedbush Securities, a privately held, California-based, NYSE member firm with a sixty year tradition of unparalleled client service and financial safety.
Paul and his wife, Joelle, reside in beautiful San Diego County. They have two children, Branwen (17) and John (5). Paul is a sports and hiking enthusiast and also enjoys musical pursuits as an avid student of acoustic guitar, ukulele, and the 5-string banjo.
Recognition
Paul Firth has been featured annually since 2012 in San Diego Magazine as a Five-Star Wealth Manager. This elite designation recognizes industry leadership in ethics, service and client retention.
Private Client Services
Our Private Client Services Group specializes in providing brokerage and advisory services to both institutional and private clients. Clients receive individualized attention from our experienced Investment Executives who are committed to providing quality service and sound advice. Our Private Client Services Group is comprised of Wedbush Financial Advisors, along with office managers, division managers, staff, and corporate employees, who work together to build a successful financial practice through insight and expertise.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.