Financial Advisor, Merrill Lynch

The Kelly Group

Global Wealth Management


2504 HIGHWAY 35 NORTH
MANASQUAN, NJ 08736

Phone: (732) 528-2726
Email:

Directions to Branch

PROFESSIONAL STAFF

John W. Kelly 732-528-2726 Senior Financial Advisor Vice President View Profile
Michael C. Payne 732-528-2770 Senior Financial Advisor Senior Vice President-Wealth Management View Profile
Bryan P. Perry 732-528-2771 Wealth Management Advisor First Vice President-Wealth Management View Profile
Tracy Montgomery 732-528-2772 Reg Financial Analyst Officer View Profile
Jill M. Kobb 732-528-2773 BD Registered Client Associate View Profile
Debra L. Huber 732-528-2774 Client Associate View Profile
Joanne Arbachesky 732-528-2774 Client Associate View Profile

PROFESSIONAL PROFILE

John began his career with Merrill Lynch in Morristown, NJ in 1975 as a Financial Advisor. He has managed offices in Westfield, NJ, Des Moines, IA and West Chester, PA. In 1993 he relocated to the Southern Monmouth office to focus on helping clients manage their financial assets.

John has his series 7, 8, 63, and 65 registrations as well as his life, accident, and health insurance licenses.

Originally from Glen Ridge, NJ, John now resides in Sea Girt, NJ. He is a graduate of Seton Hall University School of Business. John has been married to his wife Carolyn since 1977. They have two children, Meghan and John and newly born grandchild, Trace Campion.

John is active in several local organizations including The Spring Lake-Brielle Rotary, Sea Girt Community Appeal, The Sea Girt Chamber of Commerce and the Jersey Coast Chapter of the American Red Cross. He also serves as a board member of the Academy of Finance at Manasquan High School.

John has been offering financial advice and wealth management services for more than 33 years. The clients we serve are comprised of affluent families and individuals, corporate executives and successful business owners as well as non-profit organizations who value the disciplined approach we bring to each relationship.

We believe that a successful wealth management strategy looks at all the aspects of your financial life. By serving as your essential partner, we endeavor to understand your situation, your needs and what you want to accomplish.

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Michael C. Payne is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI

Bryan P. Perry is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI

John Kelly is registered to do business in:AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI

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