Ned Kelly
Providence College
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Ned Kelly is a Financial Advisor at Morgan Stanley with 5.2 years of experience. Based in the United States, Ned focuses on connecting clients' financial lives to achieve their goals. With a background in the Institutional Equity Division at Morgan Stanley, Ned has held senior roles in the Corporate & Investment Bank and Deutsche Bank AG. Ned's main belief is that success is not accidental, and he uses comprehensive financial planning and careful risk management to provide comprehensive advice to clients. Ned's commitment to assessing market and lifestyle risks is crucial in assessing client-advisor relationships.
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About
As a Morgan Stanley Financial Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. I began my career at Morgan Stanley in 1996, working in the Institutional Equity Division in New York City. I spent 18 years at Morgan Stanley and Deutsche Bank AG, where I was a Managing Director and held several senior roles in the Corporate & Investment Bank in New York, London, and Hong Kong. In 2019 I joined Morgan Stanley Wealth Management, where I am part of the Fairfield Center Group at Morgan Stanley, based in Fairfield, CT. I take a genuine interest in the personal and financial needs of my clients by working together with them to cultivate enduring relationships. One of my team’s principal beliefs is that success in any endeavor is not accidental. It is the result of diligent planning, careful execution, and constant evaluation. Therefore, for every client engagement, we use comprehensive financial planning and careful risk management as core tenants of our practice and the basis for our advice. We understand that every client is different, and that family needs and appropriateness of investments change over time. My unwavering commitment to assessing market and lifestyle risks and how they can impact one’s objectives is a critical part of the client-advisor relationship. I focus in goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax management strategies, trusts, and estate planning strategies.
...See MoreWork Experience
Financial Advisor
Financial Services
Ned Kelly's Professional Milestones
- Financial Advisor (2018-09-01~): Provided comprehensive financial advice to clients, resulting in increased profitability and business success.
Education
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Ned Kelly
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Ned Kelly works for Morgan Stanley
Ned Kelly's role in Morgan Stanley is Financial Advisor
Ned Kelly works in the industry of Financial Services
Ned Kelly's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Joshua Rounds,Roystone Patrick Dias
Ned Kelly's latest job experience is Financial Advisor at Morgan Stanley
Ned Kelly's latest education in Providence College