Kelley has been in the financial services industry for over 20 years and joined Merrill Lynch Wealth Management in 2021. She offers a comprehensive approach to managing wealth, focusing on understanding her client’s priorities, goals and aspirations. After becoming a widow at an early age, Kelley understands firsthand that life events, whether planned or unexpected, affect finances. She is passionate about educating and preparing individuals for all stages of their financial journey.
Prior to her transition to wealth management, Kelley held multiple roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital and in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. Kelley graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Kelley holds the FINRA Series 7 and Series 66 registrations as well as the CFA® (Chartered Financial Analyst® designation®). Kelley lives in Darien, CT with her three children.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
