The Kelly Group

Merrill Lynch Wealth Management
180 Fort Couch Road
Floor 05
Upper St. Clair, PA 15241
(800) 605.7298
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
The Kelly Group
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
Christian Kelly
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2023-2024
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
The Kelly Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Robert J Kelly,

CPFA™, CRPC™

Managing Director, Senior Consultant
412.854.7715
Christian Kelly,

ChFC®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
412.854.7717
John Zalewski
Senior Vice President, Wealth Management Advisor
412.854.7709
John Zalewski,

CFA

Financial Advisor
412.854.7745
Matthew S. Prepelka
Vice President, Relationship Manager
412.854.7712
Tyler Lambert,

CRPC™

Assistant Vice President, Relationship Manager
412.854.7790
Jack Thomas Kelly,

CFP®

Registered Wealth Management Client Associate
412.854.7720
Melissa Mitro
Registered Wealth Management Client Associate
412.854.7788
Kevin Murphy
Registered Wealth Management Client Associate
412.854.7733
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Flynn
Wealth Management Banking Specialist
Merrill
Erik Oskin
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481579
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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