The Johnson & Kelaher Group

Merrill Lynch Wealth Management
9 Melrose Dr
Farmington, CT 06032
(860) 284-2202
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The Johnson & Kelaher Group is a team of investment professionals with experience in all areas of wealth services including investment advisory, liability and risk management and retirement planning services. We use a disciplined wealth management process designed to allow the different pieces of your financial life to work together to help create, build and preserve your wealth. Our team takes the time to understand clients, individuals and small businesses, so we can help establish objectives and build investment portfolios, as well as recommend customized strategies. Our process emphasizes regular client meetings to review progress, measure results against objectives and make adjustments as necessary.
The Johnson & Kelaher Group
Merrill Lynch Wealth Management
Welcome

We have the experience, knowledge and tools to understand your current financial situation and to help you create potential strategies designed to pursue your short- and long-term goals. A range of capabilities is offered to you, including retirement income planning and potential wealth transfer solutions from Merrill with access to trust and estate planning services and philanthropic solutions through Bank of America.

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The Johnson & Kelaher Group
Recognition
The Johnson & Kelaher Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Jonathan Johnson,

CRPC™

Senior Vice President, Senior Financial Advisor
860.284.2202
Brian Kelaher,

CFP®, CPFA™

Vice President, Wealth Management Advisor
860.284.5139
William T Clark
Registered Wealth Management Client Associate
860.284.2258
NATHANAEL LEVEILLE
Assistant Vice President, Registered Wealth Management Client Associate
860.284.2222
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.