PROFESSIONAL PROFILE

Kelly Durham Sobol provides wealth management solutions to individuals and families, business owners and non-profit organizations. She carefully determines a client's investment goals and develops an asset allocation that is both prudent and appropriate given their investment objectives. She customizes portfolios of mutual funds, stocks, bonds and cash.

Kelly assists clients in three main areas. Intially, she helps them to develop plans designed to create and grow wealth then helps them protect and preserve wealth and eventually distribute wealth for their income needs.

Kelly is able to offer solutions ranging from investment and estate planning issues, insurance, investment and cash management to creative mortgage and lending ideas.

Kelly has a Bachelor of Science from Radford University. Kelly is an active member of Atlantic United Methodist in Ocean City. She is a current member of the Habitat for Humanity Worcester County Chapter, the Delmarva Irish American Club and the Junior Auxiliary Group of Atlantic General Hospital. She previously served on the finance committee for AUMC and Women Supporting Women.

Kelly resides in Berlin with her children Madeline and Matthew.