JACK KELLY, CFP®

Relationship Manager

Upper St Clair, Pennsylvania, United States

About

As a CERTIFIED FINANCIAL PLANNER® professional and Relationship Manager at Merrill, I help clients pursue the life they envision through a personal relationship with our advisory team committed to their needs. *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP® with plaque design in the U.S.

Experience

  • Relationship Manager at Merrill Lynch Wealth Management
    Aug 2022 - Present · 3 yrs 11 mos

  • Senior Analyst at BNY
    Jun 2020 - Jul 2022 · 2 yrs 2 mos