Kelly Hugghins Neely, CFP®

Financial Advisor

Providing education to aid in creating financial independence for families and businesses.

 

Kelly Hugghins Neely, CFP®

Financial Advisor

About

Kelly Hugghins is a Financial Advisor and a member of the Medical Division of North Star Consultants of Texas, based in Austin, Texas. She has built a practice working primarily with medical professionals and is passionate about conveying the importance of financial education and accountability to her clients. She enjoys beginning relationships with her clients early on in their careers when possible (often when they are still in school), to ensure her clients can start the financial education process early and avoid the potential development of harmful financial habits. By working together and forming a trust-based relationship, she hopes to build collaborative strategies to effectively reach the goals of her clients.

Driven by her passion for educating and supporting women, she utilizes a collaborative process to design and implement comprehensive strategies and equips her clients with long-term financial understanding which allows them to confidently make decisions for themselves and/or their families.

Kelly is a CERTIFIED FINANCIAL PLANNER professional and is also FINRA Series 7 and 66 registered, Life and Health licensed, and Variable Life Annuity licensed.

Originally from Huntsville, Texas, Kelly graduated from Texas A&M University with a Bachelor’s in Finance. As an avid football fan, she still attends a majority of home Aggie games every year with her family. Kelly enjoys vacationing in Colorado with her family and hiking on the Green Belt with her beloved dachshund/beagle mix, Hunter. She is involved at Woodlawn Baptist Church, teaching Kindergarten for Vacation Bible School during the summer and Preschool Choir during the school year.

Services

  • Debt Comprehension & Management
  • Income Protection Strategies
  • Insurance Education & Selection
  • Retirement Preparation
  • Tax-Efficient Investment Strategies*
  • Future Expense Considerations (including College Funding)

Team

Emma Brandon

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Laura Logan
Laura Logan

Financial Planning Coordinator

Max Miller
Max Miller

Disability Insurance Consultant

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Events

Kelly frequently holds presentations and events for students at the A&M Vet School, UNT & Baylor PA program, UT Houston Dental School, and UT Austin Residency Program.

Contact

Connect with Kelly

    Austin, Texas

    2801 Via Fortuna
    Suite 450
    Austin, TX 78746

    Get directions

    Kelly is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  1925952/DOFU 10-2017