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Kate Kelley, CFP®, CLTC®

Financial Advisor
Kate headshot - color

Kate's Professional Bio

Kate Kelley's successful career in the financial services field began over two decades ago with UBS, and she has been with New York Life and Eagle Strategies for many years.

Kate is a CERTIFIED FINANCIAL PLANNER™ professional. Her practice is centered around providing financial guidance for both young and retiring professionals. Her focus is on life insurance, disability insurance*, and long-term care planning, as well as investment planning. Kate also works closely with veterinary graduates of The Ohio State University, as well as established veterinarians nationwide. 

Kate holds a Bachelor of Science degree in International Business from Salisbury University. She is active in the Toledo community, especially as an advocate for downtown residents and business owners. She currently serves on the boards of Advocating Opportunity, The Arts Commission of Greater Toledo, and is the past president of the Toledo Animal Rescue. She has also served on the boards of The Toledo Warehouse District Association and The Downtown Toledo Parking Authority.

Kate resides in Toledo with her rescue pets, Willow, Maggie, and Rudy.

Kate's Personal Bio

When I get the chance to unplug from work, one of my favorite things to do is to explore my community. I moved to Toledo from Baltimore over a decade ago and decided to set roots here. I love to immerse myself in the arts, events and (of course) diverse food offerings. Some of my favorite events include the Art Loops, Mud Hen games, and architectural walk-throughs that demonstrate what makes this small metropolis so unique. While a great glass of wine and a boat of sushi are my favorite on a Friday night, I will never turn up my nose at a great slice of pizza and a local beer! Travel and friends are a combination made in heaven, and I will take any opportunity to go somewhere exotic with a close group of great people. Another passion of mine is advocacy; I sit on the Board for the Toledo Animal Shelter and have three furry friends of my own. I also am a board member of Advocating Opportunity, one of a handful of programs in the country providing comprehensive, holistic, trauma-responsive legal and support services to persons who have experienced sex and labor trafficking.

Volunteer events and fundraisers are a wonderful way for me to meet others and do exactly what makes me happy, helping people and helping animals.

"Silas has handled my retirement funds for years and I couldn't be happier. He is smart, savvy and knowledgeable. He explains options and opportunities in clear and concise language without pressure to go in one direction or another. Silas is a great guide!"

- REBECCA M. -

The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

Silas Parker & Associates, LLC - stacked logo

6200 Bridge Point Parkway
Building 4, Suite 300
Austin, TX 78730

512.328.4899
info@silasparker.com

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

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Disclosure

Silas Parker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #8744823), CA (CA Insurance License #0I31624), CO, CT, FL, GA, KY, MA, MD, MI, MN, MT, NC, NJ, NM, NY, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Silas Parker is licensed and authorized to offer insurance in California and Arkansas, but Silas Parker & Associates, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Silas Parker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Bridge Point Pkwy Ste 300, Austin, TX, 78730, 512-328-4899. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, DE, FL, GA, KY, MA, MD, MI, MN, MT, NC, NJ, NY, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Silas Parker is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, CT, DE, FL, GA, KY, MA, MD, MI, MN, MT, NC, NJ, NY, TN, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Silas Parker is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Matthew Diaz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, GA, MI, MN, MO, NC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Matthew Diaz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Bridge Point Pkwy Ste 300, Austin, TX, 78730. In this regard, this communication is strictly intended for individuals residing in the states of GA, MO, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Diaz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of GA, MO, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Wesley Young is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #7558077), AZ, CA (CA Insurance License #0J21368), CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Wesley Young is licensed and authorized to offer insurance in California and Arkansas, but Silas Parker & Associates, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Wesley Young is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Bridge Point Pkwy Ste 300, Austin, TX, 78730, 512-329-4286. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Wesley Young is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Wesley Young is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Kathryn Kelley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4130768), CO, FL, IL, MD, MI, OH, OK, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kathryn Kelley is licensed and authorized to offer insurance in California, but Silas Parker & Associates, LLC may not be. For additional information on California licensure status, please click here.

Kathryn Kelley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 413 Washington St, Toledo, OH, 43604, 419-725-2754. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, IN, MD, MI, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Kathryn Kelley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IL, IN, MD, MI, NC, OH, OK, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Silas Parker & Associates, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Silas Parker & Associates, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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