Joseph Kelly

Joseph Kelly, CFP®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

400 South Park Avenue

Suite 200,

Winter Park, FL 32789

About me

Background

Joseph Kelly is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS - Economics
University of Florida

Personal Interests

Joe and his wife, Mary Beth, are members of the Timacuan Golf Club and Joe competes in the men's golf association. When not golfing, they enjoy traveling and spending time with family and friends.

Locations

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