Key Largo, FL Office

Steven Kelley is a Private Wealth Advisor with Merrill Private Wealth Management. He has been working with ultra high net worth families since 1992, when he began his career with Fidelity Investments. In 1999, he joined Merrill, and in 2000, he co-founded The Kelley Group, a Private Wealth Advisory and Investment Team. Steven leads the firm's investment philosophy and manages portfolios that integrate client goals and risk tolerance across various asset classes including equities, fixed income, options, alternative investments, and market-linked investments. Steven holds a Bachelor's degree from Northeastern University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise focuses on corporate executive services, family wealth management strategies, liquidity management, philanthropic planning, portfolio management services, and tax minimization. He aims to provide a boutique-like experience characterized by exceptional service and personalized attention for clients with complex financial needs. Beyond his professional work, Steven serves on the board of The Pine Street Inn and has previously served on the board of Shattuck Shelter. He continues to volunteer and support organizations dedicated to ending homelessness and assisting with dyslexia remediation. In his personal time, Steven enjoys boating, fishing, and scuba diving, often spending time on Cape Cod and in Key Largo with family and friends.