Key Largo, FL Office

Ac Morgan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in global strategies across both private and public markets within Merrill’s Venture Services team. He has extensive experience in equities, having worked across syndicate, trading, sales trading, and program trading throughout his career. Prior to his current role, Ac led the US Equity Block distribution efforts, developed secondary trading for Private Markets, and managed US Sales Trading within Merrill's Institutional Equities division. Before joining Bank of America in 2015, he served as a managing director at UBS, where he ran the US Equity Sales Trading business for four years and managed the US Equity Syndicate division for two years. Ac's association with Merrill dates back to 1989, starting as a Director on the trading desk and advancing to Senior Trader of the Technology sector by 2002. He holds a bachelor's degree in Communications and Business from Pepperdine University. Outside of his professional career, Ac Morgan has completed two Ironman triathlons, including the World Championship Ironman. He lives in Connecticut with his wife, Mandi Sue, and their two daughters.

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.