Bob Kelly

Senior Vice President, Wealth Advisor

Areas of Expertise

Tax Strategies
Asset Allocation
Equity Compensation
Goal Alignment
Estate Planning

Qualifications & Experience

  • B.S. Finance, Boston College
  • Chartered Financial Analyst (CFA)
New York, NY


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Words to Live By

I do the very best I know how - the very best I can; and I mean to keep on doing so until the end.
Abraham Lincoln

Client Experience Professionals

Team Members

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Bob is a Senior Vice President and Wealth Advisor at Farther, with over 20 years of experience in the investment and wealth management industry. Using a family office approach, Bob works with affluent families to design plans that nurture and preserve their wealth.

His key areas of focus are investment management, tax minimization strategies, estate planning, and risk control for corporate executives and entrepreneurs. Prior to joining the Farther team, Bob worked for Merrill Lynch, J.P. Morgan Private Bank, and independent RIAs. He received his B.S. from Boston College and is a CFA charter holder.

Bob currently lives in Cranford, NJ with his wife Jessica and three children. He spends his free time volunteering for local non-profits, traveling with family, golfing, and coaching youth basketball.