Joseph Kelly has been in the financial services industry for over 30 years, beginning his career in Transfer Agent Operations at Mellon Bank, N.A. and the Bond Trading Desk at Kidder, Peabody & Co. in Boston, MA. Originally rooted in the Midwest, he started on the path of his late father as a Financial Advisor in Bloomfield Hills, Michigan in 1990. Joseph joined Merrill in Northbrook, Illinois in 2010.
Joseph has extensive experience helping clients to Create, Grow, Preserve and Distribute Wealth. He develops Custom and Appropriate Investment Strategies which are aligned toward each specific Goal and Objective.
The scope and breadth of Investment and Intellectual resources available at Merrill, coupled with integrity and a strong work ethic, helps him build long lasting and meaningful relationships with all of his clients.
Joseph holds the Chartered Retirement Planning CounselorTM (CRPC®) designation. He graduated from Brother Rice High School in Bloomfield Hills, Michigan and the University of Utah in Salt Lake City, Utah. He enjoys golf, hockey, skiing and hiking. Over the last 20 years, Joseph has been actively involved in Motorsports. From Investment Management to Sponsorship and Charitable platforms, he has been privileged to work with some of the most prolific drivers and teams from INDYCAR, NASCAR and F1. He has been a member of several championship teams. Joseph also serves on the Board of Directors of Coral Springs Resort in southern Utah where he and his family spend much of their free time. Joseph and his family live in Glenview, Illinois.
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.
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.
