Devin Kelley
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Upper Saint Clair, PA 15241
Credentials
Series 63, Series 65
Industry experience
14 years
Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2010. In her role, she assists clients by developing wealth management strategies tailored to their individual needs. Devin's approach emphasizes understanding her clients' life priorities to create comprehensive financial plans that address accumulation, distribution, and preservation of wealth.
Devin's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Westminster College.
Outside of her professional responsibilities, Devin is active in her local community in Pittsburgh. She volunteers through various local organizations and participates in professional groups such as the United Way Bridges Society and the United Way Women's Leadership Council. In her personal time, Devin enjoys cooking, traveling, and spending time with her family.
Bank of America, N.A.
2019 - Present (7 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2019 - Present (7 years)
PNC Investments, LLC
2015 - 2019 (4 years)
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