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The Kelly/Coppola Group
110 N Wacker Dr
Chicago, IL 60606
(312) 696-7691
Let’s Talk Investments: The election, the markets and you
What could the upcoming election mean for the markets and your portfolio?
The Kelly/Coppola Group
Merrill Lynch Wealth Management
(312) 696.7691
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The Kelly/Coppola Group
Merrill Lynch Wealth Management
Mission Statement
We seek to be your primary source for financial advice and guidance. We build strong relationships with our clients based upon exceptional service and access to the global investment capabilities of Merrill.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. We then create strategies based on what matters most to you, in a tax efficient manner that reflect today's changing market conditions.
Recognition
Joseph Kelly
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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The Kelly/Coppola Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
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.
Julie A Kelsey
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1010805
Bryant Wolfson
Alternative Investments Regional Specialist
Bank of America, N.A.
David Neumann
Senior Structured Credit Executive
Bank of America, N.A.
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Insights
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.