PROFESSIONAL PROFILE

Kelly specializes in providing wealth management services to high-profile executives and professionals through the development of customized investment strategies. Drawing upon the breadth and depth of Total Merrill®, the client has access to comprehensive financial planning capabilities and an open architecture of investment vehicles.

Kelly has been a Financial Advisor for over 5 years, joining Merrill Lynch in 2008. He is a graduate of Texas Tech University where he earned a B.B.A. in Finance and Economics, an M.S. in Personal Financial Planning and an M.B.A. in Business Administration and Finance. Kelly is a member of the Texas Tech Alumni Association, the FPA of Houston, the Houston Heights Association, the Shady Acres Civic Club, and various other community and wildlife betterment organizations. He lives in The Heights of Houston with his wife, Emily.