Marcel Kelley

Lead Financial Advisor

Marcel joined Oak Harvest at the beginning of 2024 and brings over 7 years of experience within the financial services industry.  Initially working for a large broker/dealer, Marcel decided to go into the RIA/IAR side of the industry in 2022 to help clients in a more fiduciary capacity.Marcel truly enjoys meeting new people and learning about their unique situations to best help them throughout their life’s journey.
Marcel graduated from Oregon State University, receiving his bachelor’s degree in economics.  Marcel is also a member of Omicron Delta Epsilon, the International Honor Society for Economics.  He holds his Series 7, Series 66, and Life Insurance licenses.  Marcel has plans soon to start pursuing his Certified Financial Planner (CFP) designation, as he believes it will add further value in helping clients.
Originally from New Orleans, Marcel and his wife, Veronica, have been married since 2008 and have three children.  Marcel and his family spend most weekends with their kids participating in youth sports in the Houston area.  During the off-seasons, Marcel enjoys fishing, adult team sports, working out, and cooking.
Job Title
Lead Financial Advisor