Pat Kelly began his career in the Merrill Lynch Williamsport office 1983.
He employs a traditional style of investing by first assessing his clients' goals, timeframe, investment experience and tolerance for risk.
Then he uses asset-allocation models established by Merrill Lynch research to invest his clients' money taking the least amount of risk as possible to achieve their long-term goals.
Pat has considerable experience in stocks, bonds, mutual funds, managed money, annuities and insurance products, retirement planning and estate planning concerns.
He, his wife Nancy and their three children have been long-time residents of Muncy, PA. They are all involved in various school, church and athletic and civic activities.
Becky Brennan joined Merrill Lynch in 1999. She works with Pat as his Client Associate. Previous to Merrill Lynch Becky acquired extensive experience in financial affairs by working in the banking and insurance industries. Becky's expertise is invaluable in assisting our clients with all service-related aspects and questions about their affairs at Merrill Lynch.