Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Understanding, identifying and articulating your LIFE PRIORITIES is the cornerstone of my business. I create Financial Strategies designed around YOU, your GOALS and your ASPIRATIONS. My purpose is to help you look forward to your financial future with a strong degree of confidence and ambition.
Joseph Kelly has been in the financial services industry for over 30 years, beginning his career in Transfer Agent Operations at Mellon Bank, N.A. and the Bond Trading Desk at Kidder, Peabody & Co. in Boston, MA. Originally rooted in the Midwest, he started on the path of his late father as a Financial Advisor in Bloomfield Hills, Michigan in 1990. Joseph joined Merrill in Northbrook, Illinois in 2010.
Joseph has extensive experience helping clients to Create, Grow, Preserve and Distribute Wealth. He develops Custom and Appropriate Investment Strategies which are aligned toward each specific Goal and Objective.
The scope and breadth of Investment and Intellectual resources available at Merrill, coupled with integrity and a strong work ethic, helps him build long lasting and meaningful relationships with all of his clients.
Joseph holds the Chartered Retirement Planning Counselor (CRPC®) designation. He graduated from Brother Rice High School in Bloomfield Hills, Michigan and the University of Utah in Salt Lake City, Utah. He enjoys golf, hockey, skiing and hiking. Over the last 20 years, Joseph has been actively involved in Motorsports. From Investment Management to Sponsorship and Charitable platforms, he has been privileged to work with some of the most prolific drivers and teams from INDYCAR, NASCAR and F1. He has been a member of several championship teams. Joseph also serves on the Board of Directors of Coral Springs Resort in southern Utah where he and his family spend much of their free time. Joseph and his family live in Glenview, Illinois.
University of Utah
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.