Kelly Smith
,
Managing Director, Senior Financial Advisor
301 Commerce St
Fort Worth, TX 76102
817.877.9756
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Our team provides tailored wealth management strategies to retirees, business owners, and families. Our extensive knowledge lies in multi-generational wealth planning, asset allocation, portfolio management, and the capital markets.Click here to visit my team website. 
Profile

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.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023
Click here to learn more about advisor recognitions
About Me
Welcome

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.

Meet Our Professional Staff
Beth C Jenkins
Wealth Management Client Associate
817.877.9658
Kim S Cell
Registered Senior Wealth Management Client Associate
817.877.9748
Samantha Garland
Registered Wealth Management Client Associate
817.877.9773
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.
Reggie Johnson
Structured Credit Executive
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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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Ted Kelly Smith is registered to do business in AK, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WI, WY.