Aaron Kelly
Aaron Kelly is from Denton, Texas and graduated from the University of North Texas with a BBA in Finance. He is a CERTIFIED FINANCIAL PLANNER® Professional, a Wealth Management Advisor & Senior Portfolio Advisor with 29 years in the financial services industry. Aaron has worked on wealth management strategies that serve as a compass in helping high net-worth families to pursue their financial goals while also simplifying their complexities of wealth.
"Wealth is the ability to fully experience life" - Henry David Thoreau*.
A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
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.
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.
