Christian Kelly is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He holds the FINRA Series 7, 63, 65, and 79 registrations, his insurance license, the Certified Plan Fiduciary Advisor® (CPFA®) designation, the Chartered Financial Consultant® (ChFC®) designation, and is a Retirement Accredited Financial Advisor (RAFA). Mr. Kelly was also recently honored by Forbes in 2023 America’s Top Next Generation Wealth Advisors Best In State (Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
As a managing partner of The Kelly Group, Christian focuses on helping clients grow and preserve their wealth through customized strategies particularly in the areas of investment selection, portfolio design, and risk management. Christian leverages the many tools across Merrill and Bank of America to help clients with all facets of their financial lives including lending, small business, and everyday banking to complement their long-term financial plan.
Christian brings valuable technical experience to The Kelly Group from his years working in Merrill’s investment banking division in New York City. He focused on merger & acquisitions, raising capital for corporate clients, and valuing companies through extensive market research.
Mr. Kelly graduated Magna Cum Laude from Claremont McKenna College where he earned a bachelor’s degree in Economics and received the prestigious Robert Day Scholarship. Christian currently lives in Pittsburgh where he enjoys eating good food in the company of good people.
*Source: Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list, published on August 8, 2023. Rankings based on data as of March 31, 2023.
*2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
