Joseph Kelly

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

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4320

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.

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 and/or wealth 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

To
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