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The Kelley Group

Merrill Private Wealth Management

100 Federal Street

Boston, MA 02110

(800) 734-0646

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As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.

As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and solutions you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.

The Kelley Group

Merrill Lynch Wealth Management

WelcomeRecognitionMeet Our TeamInsightsAbout Private Wealth

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Steven Kelley

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show more recognition

Steven Kelley

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Rachel Kelley

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Working Mother's "Top Wealth Advisor Moms", 2019-2021

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2019-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Working Mother's "Top Wealth Advisor Moms", 2019-2021

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Forbes "America's Top Women Wealth Advisors", 2020-2021

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Click here to learn more about advisor recognitions

Meet Our Team

Steven Kelley,

CRPC™

Managing Director, Private Wealth Advisor

781.229.7405

Rachel Kelley,

CFP®, CRPC™

Managing Director, Private Wealth Advisor

781.229.8210

Iselle Obregon,

CRPC™

Assistant Vice President, Private Wealth Planner

305.442.6213

John Flynn,

CRPC™

First Vice President, Wealth Management Advisor

781.229.7468

Olga Leonova,

CRPC™

Vice President, Senior Financial Advisor

303.689.8088

Pablo Morales,

AWMA™

Private Wealth Business Manager

305.577.6925

Delphine Morrill,

CDFA®

Vice President, Senior Financial Advisor

617.243.8009

Janelle Soto

Assistant Vice President, Private Wealth Associate

305.577.6934

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.

Scott Cooper

Private Wealth Strategies Advisor

Vic Diune

Wealth Strategies Advisor

Bank of America, N.A.

Nicholas Field

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Insights

Charting the course: 1,000 rising-gen family members voice their top priorities

Sunset on the horizon: Get ready for transfer tax exemptions to be reduced in 2026

Pulling back the curtain: Wealthy families open up about money decisions

Artificial intelligence: The next great tech wave?

Mom and Dad, I want to start a business

Merrill is committed to helping you stay cyber secure

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.