Kelly Hugghins Neely, CFP®
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.
- Debt Comprehension & Management
- Income Protection Strategies
- Insurance Education & Selection
- Retirement Preparation
- Tax-Efficient Investment Strategies*
- Future Expense Considerations (including College Funding)
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.
*Financial professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0L02570.