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Neighbor News

Merrill Lynch's Brian Kelly Recognized As Top Millennial Advisor

Winchester native earns spot on 2018 Forbes list of "Top Next-Generation Financial Advisors"

Brian Kelly, a Winchester-born private wealth advisor at Merrill Lynch's Private Banking and Investment Group in Boston, was named to the 2018 Forbes list of "America's Top Next-Generation Advisors." The Forbes ranking of the nation's leading millennial advisors -- those born in 1980 or after -- is meant to recognize the best forward thinkers in the financial advice field. Kelly graduated from the College of the Holy Cross with a degree in economics and accounting. After forming a team at JPMorgan’s Private Bank, Kelly joined Merrill Lynch, where he successfully helps high net-worth individuals and families manage wealth and achieve their financial goals through comprehensive planning. He is a 2003 graduate of Winchester High School.

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