Ryan Kelly
,
Senior Vice President, Senior Financial Advisor
560 South Winchester Blvd
San Jose, CA 95128
408.260.6005
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Ryan Kelly started his career at Merrill Lynch Wealth Management in November 2000 as a Financial Advisor. Ryan and his team focus on individual and family financial planning, financial strategy and investment management. Ryan is a Chartered Financial Analyst, CFA, Charter Holder.

On a personal note, Ryan was a competitive swimmer for 20 years, including competing for South Africa for several years until 2000, and competing in the 2004 US Olympic Swimming Trials. Ryan loves spending most of his free time with his wife Barbara and two children, Matthew and Katherine. Ryan and his family live in Meridian, Idaho and enjoy many of the outdoor activities the beautiful state offers.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Solongo Ochir
Wealth Management Client Associate
408.554.7905
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Esperanza Covarrubias
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Ryan Kelly is registered to do business in AK, AZ, CA, FL, HI, ID, NM, NV, OR, TX.