Joseph Kelly, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Joseph Kelly Photo
Joseph Kelly, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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4751 New Broad Street,

Orlando, FL 32814

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About

Joseph (Joe) Kelly is a Private Financial Advisor with SunTrust Private Wealth Management. He offers clients more than ten years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Joe has earned the professional designation of Certified Financial PlannerTM (CFP®). He is a native of Miami, Florida and is a graduate of the University of Florida. Joe serves on the board of the Central Florida YMCA and is an active member of the Rotary Club of Lake Mary.

Joe holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Joe takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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