Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.