Joseph Kelly

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

400 Park Avenue S

Suite 200,

Winter Park, FL 32789

About me

Background

With over 17 years of dedicated experience in financial services, Joseph Kelly serves as a trusted Financial Advisor with Truist Investment Services, Inc.  He specializes in comprehensive retirement planning and custom portfolio design / execution strategies, empowering clients to reach their financial goals.  Joseph's robust educational background includes a BS in Economics from the University of Florida, completion of the CFP Certification Professional Education Program at the College for Financial Planning, and advanced studies in Investment Management Theory & Practice at the Yale School of Management. This strong foundation enables him to provide insightful and strategic guidance to each client's unique needs

Outside of his professional life, Joseph enjoys golfing and exploring new destinations with his wife, Mary Beth.

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

Education

BS - Economics
University of Florida
CFP Certification Professional Education Program
College for Financial Planning
Investment Management Theory & Practice
Yale School of Management

Personal Interests

Joe and his wife, Mary Beth, are members of the Timucuan Golf Club.   When not golfing, they enjoy an active lifestyle including traveling and spending time with family and friends.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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