Podell Financial Group LLC

David Podell is a financial advisor with Podell Financial Group LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Podell Financial Group since 2006 and previously at Nylife Securities and New York Life Insurance Company for 20 years. Outside of his advisory role, he owns Business Benefits Consulting LLC, providing fee-for-service benefits consulting to business owners, and volunteers on the Town of Randolph Board of Assessments. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least quarterly.

Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in New Jersey, dedicating a small amount of time monthly to that activity. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies based on client objectives and risk tolerance, managing both individual accounts and employer-sponsored retirement plans.

David Yates is a financial advisor with Podell Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at New York Life Insurance Company and various affiliated firms from 2000 to 2023. He is also an independent insurance agent based in Fairfield, NJ. Podell Financial Group LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment recommendations based on client objectives and risk tolerances, offering both discretionary and non-discretionary managed-account programs.