• Home
  • Find an Advisor
  • Chapters
    • Find a chapter
      • Atlanta
        • Sponsors
        • Join
        • Members
        • News
        • Events
        • Leaders
        • Workshop
      • Austin
        • Leaders
        • Events
        • Join
        • Members
        • Sponsors
        • News
        • Summit
        • Special Event
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • DC Metro
        • Sponsors
        • Events
        • Join
        • Leaders
        • Members
        • News
      • Fairfield County
      • Greater Boston
        • Members Only Page
        • News
        • Events
        • Sponsors
        • Join
        • Members
        • Leaders
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • New Jersey
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
      • Triangle
    • {{{the_emerging_chapters}}}
    • Start a Chapter
  • Knowledge Exchange
  • Leadership Collaborative
    • View All
  • Calendar
  • License Keys
  • waSavedSearchesApiV4
  • Mary Adams of XPX Global is a member of XPX
  • Login
    Sign up
Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Kelly Finnell

Executive Financial Services, Inc.

Memphis, Tennessee
About
Company name
Executive Financial Services, Inc.
Business title
President/CEO
Contact
Email
kfin@execfin.com
Phone
(901) 259-7979
How to contact
kfin@execfin.com
Company profile
Kelly Finnell
Executive Financial Services, Inc.
Professional Profile

Call Me When

You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

Professions

Coach
Consultant

Functional Expertise

Corporate finance
Employee benefits
ESOPs
Finance
Financial Modelling
Transaction advisory
Transaction intermediary

Business Focus

ESOPs are all we do. Services: ESOP Feasibility Analysis, ESOP Implementation and Mature ESOP Consulting

Professional Certification

JD, CLU, AIF

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution

Client Results

Ownership Succession

Make XPX Part of Your Business Plans

Attend an event
Join a chapter
Start a chapter
Find an advisor

Explore

Learn

  • Owner’s Academy
  • Advisor Academy
  • Member Tips
  • Owner’s Academy
  • Advisor Academy
  • Member Tips

Account

  • Login
  • Forgot Password
  • Login
  • Forgot Password

Connect

  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor

Help & Support

© 2025 XPX Global LLC.          Privacy Policy          Site Map           Terms of Use

© 2025 XPX Global LLC. All Rights Reserved.

Twitter Linkedin Envelope
Loading...

Thank you for visiting XPX Global!

You are now leaving our website and heading to , which has a different privacy policy and terms of service.