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.
The Kelley Group
Merrill Lynch Wealth Management
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.)
Show more recognition
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 Strategist
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Nicholas Field
Investment Solutions Group Portfolio Strategist
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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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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.