Michael Kelly

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting accomplished business owners and corporate executives in optimizing their wealth and preparing for future financial needs. With over 34 years of experience, he focuses on both wealth accumulation and distribution, developing custom strategies that address the diverse tactics necessary for these distinct phases. Michael works closely with clients to manage their personal and corporate wealth, helping them navigate complex financial decisions and pursue their long-term goals.

In his role, Michael provides guidance on fiduciary responsibilities for institutional clients, including plan health assessments and financial wellness programs for employees. He assists plan sponsors in selecting appropriate retirement plans and delivers employee education programs to support retirement readiness and engagement. His expertise also encompasses corporate executive services, family wealth management strategies, institutional benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income planning.

Michael holds a Bachelor's Degree from St. Mary’s University of Minnesota and has completed an Accredited Certificate Program at The Wharton School. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Mequon, WI, Michael is actively involved in the community through his volunteer work with SecureFutures, a nonprofit organization dedicated to financial literacy for high school students, where he serves on the finance committee and supports annual investment conference efforts. Outside of work, he enjoys golfing, traveling, and spending time with his family.