Kelly founded Thomas Financial Associates in 1999 and presently serves as the firm's Senior Wealth Advisor. He oversees all facets of the firm's wealth management process. Kelly has over 30 years of experience in helping high net worth individuals and families grow, preserve, transfer and enjoy wealth.
Prior to founding Thomas Financial Associates, Kelly formed J. Kelly Thomas, CPA, P.C. in 1993, an independent CPA firm providing high quality tax and accounting services. In 1997 changes in Massachusetts financial regulations allowed CPAs to offer a greater variety of financial services to their clients. Kelly was part of the first class of Massachusetts CPAs to take advantage of this new legislation and helped pave the way for a new standard of integrated tax and financial services.
Kelly has served as a Senior Tax Manager with both KPMG and Price Waterhouse, providing financial planning, tax, retirement and estate planning services to high net worth individuals, middle market and start-up companies and senior executives. Kelly started his financial career as a Senior Tax Consultant for Dresser Industries, a Fortune 100 manufacturer and oil field services company based in Texas.
He is a member of both the Massachusetts Society of CPAs, where he served on their Personal Financial Planning committee, and the American Institute of CPAs, where he served on their Tax Committee. Kelly earned his CERTIFIED FINANCIAL PLANNER™ certification in November of 1999 and is a member of the Financial Planning Association of Massachusetts. He earned a Bachelor of Arts Degree in Accounting from Baldwin Wallace College in Berea, Ohio. Kelly's registrations, held with LPL Financial, include the Series 7, 65 and 63 held by LPL Financial in addition to his insurance license.
Passionate about improving his community, Kelly serves as the Treasurer of the Westborough Community Land Trust. He was the Charter President of the Westborough Lions Club, a former member of the Board of Directors and Campaign Cabinet of the Tri-County United Way and has served on the Committee of Management of the Boroughs Branch of the YMCA. He is currently a Corporator of Avidia Bank and has previously served as a member of the CEO Roundtable with the Corridor Nine Area Chamber of Commerce. Kelly is an avid sports fan and enjoys golf, backpacking, and spending as much time as possible with his wife of 33 years, Judith and each of their four grown children.