John Kelly

Director
Client Advisor


With over 30 years in the financial services industry, John offers extensive experience and trusted support for his clients. He has expertise in comprehensive wealth management services for individuals and families, specializing in asset allocation, retirement and estate planning. John takes a client-centric approach, always putting their needs first and providing independent investment guidance. He provides personalized service for clients developing strategies that fulfill their unique needs and make their lives and their family’s lives better and more fulfilling.

John has been with Alex. Brown - Raymond James for three decades, serving as a Director and Client Advisor. Previously, he was a Vice President with Merrill Lynch.

John earned a Master of Business Administration and a Bachelor of Business Administration from Loyola University Maryland.

An active member of his community, John currently is a member of the Athletic Department’s Lacrosse Board at the University of Pennsylvania, and an active part of Institutional Development at his alma mater Loyola Blakefield. Previously, he was a Board and Executive Committee Member of Mount de Sales Academy, St. Elizabeth School Foundation and V-LINC, an organization that creates technology solutions to improve the lives of those with disabilities.

John lives in Baltimore, Maryland with his wife, Mary, and their children, Tim, Joe and Patrick.