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

Joseph.P.Kelly@Truist.com

Phone 407-237-1009

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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
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 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.

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

Locations

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