The Delahunty/King/Kelly Group

Merrill Private Wealth Management
100 Federal Street
Boston, MA 02110
(617) 946.8013
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and in the future.
The Delahunty/King/Kelly Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Our clients lead complicated lives, and we work to keep things simple to ensure planning and logic takes precedence over the many emotions that can influence a decision, no matter the size. By working closely with other influential counsel in your life, we take the time to create a tailored wealth strategy that not only adapts to market conditions but grows with your ever evolving personal and professional needs. With our team’s seasoned investment knowledge, combined with Merrill’s continued investment in new technology, and Bank of America’s banking and lending solutions, we work to keep your goals and aspirations on track across years, decades, and generations.

Recognition
Brian Kelly
Senior Vice President, Private Wealth Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Delahunty/King/Kelly 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.)
Our Approach
A Commitment to Service

Our team is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, we take the time to understand what matters most to you and your family. Whether that is planning for education costs, making a commitment to your most beloved charity, or living a comfortable and confident retirement, we recognize that wealth management is not only about investing but having a comprehensive view of your life. We are committed to keeping things simple by presenting thoughtful advice, clear options, and comprehensive analysis of results. Our approach is to create strategies designed to preserve your assets and help ensure each decision aligns with the life you want.

Meet Our Team
Patrick Delahunty
Managing Director, Private Wealth Advisor
617.946.8013
Brian Kelly,

CFA

Senior Vice President, Private Wealth Advisor
617.946.8012
Timothy King
Managing Director, Senior Financial Advisor
617.946.8011
Kyle Kadlick,

CFA

Assistant Vice President, Private Wealth Investment Management Specialist
617.946.8014
Colby Kadlick,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager
617.946.8048
Madison Gambardella
Private Wealth Client Associate
617.946.8015
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.