Brian Kelly
Private Wealth Advisor
- Role
- Private Wealth Advisor, Managing Director at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brian Kelly
I am a founder and leader of the Delahunty/King/Kelly Group within Merrill Private Wealth…
Experience
Private Wealth Advisor, Managing Director
Jun 2015 — Present
I oversee the creation of tailored investment portfolios that are designed to advance each client\'s objectives. Drawing on extensive knowledge of asset classes, markets, and instruments, I seek to optimize key client parameters, including risk thresholds, time horizons, investment preferences, and tax circumstances.* I view investments within a larger context, espousing a holistic approach that incorporates multiple disciplines, including trust and estate planning services, philanthropy, and access to credit and lending through Bank of America, N.A.* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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