Aaron Kelly
,
Wealth Management Advisor
NMLS #621820
1 Cowboys Way
Frisco, TX 75034
469.294.7098
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Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. Our team of experienced and knowledgeable professionals act as financial advocates to always put our clients best interest first.
Profile

Aaron is from Denton, Texas and graduated from the University of North Texas with a B.B.A in Finance.  He is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years in the financial services industry.   Aaron and his wife Cynthia currently live in Frisco, Texas.    He has two children that are attending college and a Maltese named Ollie.  His son Noah is at Trinity University in San Antonio studying Business Analytics.   His daughter Jasmine is at Texas A&M, College Station studying Agribusiness with a minor in Dance.   Aaron enjoys the outdoors, camping, and exploring the Texas hill country.   He follows a deep seated Merrill tradition of staying involved in the community and serving on the HOA Board.

"Wealth is the ability to fully experience life"  - Henry David Thoreau *Banking and Credit Services are through Bank of America, N.A.

About Me
Our Approach

We offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. We can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, we will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

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.
Jocelyn T Smith
Retirement Specialist
Christopher D Myers
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #982033
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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Aaron Kelly is registered to do business in AK, CA, CO, FL, PA, TX.
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.