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Kelly M. Martin

Kelly M. Martin

Financial Advisor, Office Manager

Kelly is a Financial Advisor with SY Associates. She received her Bachelor of Science degree in Business Administration with a minor in Financial Analysis from the University at Buffalo (UB) in the Fall of 2015. Kelly’s professional background began in the financial services industry in 2016 as a Sales Assistant at SY Associates and has been licensed since 2017. Prior to her financial experience, Kelly maintained 7 years of retail and customer service positions.

Born and raised in North Tonawanda, NY, Kelly still resides there with her husband Alex and step-daughter Layla. Kelly loves to spend her free time with family and friends, whether it's going to see a local show in Buffalo or a relaxing weekend away camping. Other interests include gardening, professional hula-hooping, and taking care of her two cats Mowgli & Akela and her puppy Lucy. Kelly is also a passionate member of the Bills Mafia.

While at SY Associates, Kelly has diligently worked with Steven Yeh and Anthony Scalise to gain the experience and expertise she needs to further her career. She aims to use her position to help clients and their families meet their financial needs with her assistance. In addition to being a Financial Advisor, Kelly is also the Office Manager.

Securities Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination)

Insurance Licenses: Life, Accident, and Health