Advisor at Merrill
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Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She assists clients in building customized financial strategies tailored to their individual priorities, focusing on family wealth management, personal retirement planning, philanthropic planning, and tax minimization, among other areas. Devin works collaboratively with a team of advisors to support clients across all stages of financial life, including accumulation, distribution, and preservation.
Devin holds a Bachelor's Degree from Westminster College and the Personal Investment Advisor (PIA) designation. She is engaged in professional and community organizations such as the United Way Bridges Society and the United Way Women's Leadership Council. Devin devotes time to volunteering within the Pittsburgh community and emphasizes the importance of understanding clients' life priorities to create meaningful and effective financial strategies.
Outside of her professional work, Devin enjoys cooking, spending time with her family, and traveling.
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)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
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Series 66
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 66
Oakmont, PA
Edward Jones
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