Bob Kelly
Areas of Expertise
Qualifications & Experience
- B.S. Finance, Boston College
- Chartered Financial Analyst (CFA)
Media
Words to Live By
Client Experience Professionals
Team Members
About
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.