800.352.5837

Kelly Hugghins Neely
Kelly Hugghins Neely, CFP®
Financial Advisor
Areas of Focus
  • Debt Management
  • Asset Protection
  • Liability Protection
  • Education Funding
  • Retirement
  • Tax Strategies


Phone: 512.610.1811
Location
Austin, TX »
2801 Via Fortuna
Suite 450
Austin, TX 78746

Fax: 512.328.5139

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Kelly Hugghins is a Financial Advisor and a member of the Medical Division of North Star Consultants of Texas, based in Austin, TX. 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.

Recently, she has joined forces with other female advisors within North Star to host a speaker series called Power of the Purse, which is a movement to help support and empower women through financial education. 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 frequently holds presentations & events for students at the A&M Vet School, UNT & Baylor PA program, UT Houston Dental School, and UT Austin Residency Program. 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.

Her areas of specialty include:

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

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 daschund/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.

 

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

Kelly’s Support Team


Jackie FullerName: Jackie Fuller
Title: Practice Coordinator
Email: Jackie.Fuller@northstarfinancial.com

Resource team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2015_circle.pngChase Brakke

Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | chase.brakke@northstarfinancial.com

 

 

Sitek-Chris-2010.jpg

Chris Sitek

Vice President, Life Insurance and Long-Term Care
612.617.6109 | chris.sitek@northstarfinancial.com

 

 

Landt_Jeff_circle.pngJeff Landt

Vice President and Director of Investments
612.617.6116 | jeff.landt@northstarfinancial.com

 

 

Hancock_Carrie_2019-circle.pngCarrie Hancock

Vice President, Financial Planning Resource Center
612.617.6137 | carrie.hancock@northstarfinancial.com

 

Austin

2801 Via Fortuna
Suite 450
Austin, TX 78746

One of the most frequently asked questions I hear from clients has to do with student loans. Whether I’m speaking with a current student, recent graduate, or someone seven years or more into their career, everyone wants to pay off those pesky student loans... yesterday!  A graduate of professional …
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