Advisor at Merrill
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Christian Kelly is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a managing partner of The Kelly Group, where he focuses on helping clients grow and preserve their wealth through personalized strategies in investment selection, portfolio design, and risk management. Christian leverages resources across Merrill Lynch and Bank of America to support clients with various financial needs, including lending, small business, and everyday banking, complementing their broader financial plans.
Christian holds multiple professional registrations and designations, including FINRA Series 7, 63, 65, and 79 licenses, an insurance license, the Certified Plan Fiduciary Advisor® (CPFA®) designation, Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and is a Retirement Accredited Financial Advisor (RAFA). Prior to his current advisory role, he gained technical experience in Merrill Lynch’s investment banking division in New York City, working in mergers and acquisitions, capital raising, and company valuation. Christian earned a bachelor's degree in Economics, graduating Magna Cum Laude from Claremont McKenna College with the Robert Day Scholarship.
Christian resides in Pittsburgh and is engaged in community ethics initiatives. His personal interests include boating, skiing, swimming, tennis, traveling, and watching movies.
Bank Of America, N.A.
2023 - Present (3 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2023 - Present (3 years)
Bank Of America, N.A.
2019 - 2023 (4 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2018 - 2023 (5 years)
Unemployed
2018 - 2018 (1 year)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - 2017 (1 year)
Cain Brothers and Company
2016 - 2016 (1 year)
Morgan Stanley
2016 - 2016 (1 year)
Claremont McKenna College
2015 - 2018 (3 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
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CFP®, Series 66
Pittsburgh, PA
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Pittsburgh, PA
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Oakmont, PA
Edward Jones
Series 66
Pittsburgh, PA
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Pittsburgh, PA
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