◀ The Principal Blog

Posts tagged ‘TRUSTS’

The Magic of a Financial Advisor



I was recently in the Tampa, Florida area for a family wedding. Tampa is only two hours from Orlando so you know what that means – another trip to the Wizarding World of Harry Potter at Universal Studios. As I strolled towards Hogwarts Castle I remembered an exchange from Harry Potter and the…

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Might be new to blogging, but I’m totally TRUSTworthy



My name is Jonathan Kelly, and I’d like to start by introducing myself. I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to…

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