Michael Kelly
I live in Mequon, WI with my wife Lisa who owns a specialty clothing boutique. I’m an avid golfer and enjoy travelling with my family. Lisa and I are very passionate about giving back to the community, and I volunteer for SecureFutures, whose mission is to provide financial literacy to area high school students. For this local non-profit organization I am currently a committee member of their annual investment conference and serve on their finance committee. In the past I have been a board director, classroom volunteer and one-on-one coach.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust 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.
