Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Alfred Kelly Jr.

Senior Vice President–Wealth Management

Financial Advisor

Alfred Kelly joined UBS in 2009 and holds the title of Senior Vice Presdient. He has over 30 years of experience working in the financial services industry. Starting his career specializing in municipal and mortgage backed bonds, he then advanced into all aspects of wealth management.

Al is passionate about serving his clients in order to help them reach their financial and personal goals. He primarily assists individuals with high net worth and their families, business owners, executives, and attorneys. He provides them with total wealth management services including financial planning, portfolio management, asset allocation, liability management, estate planning, annuities and insurance.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IL
  • LA
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.A. Management, James Madison University
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701
  • (732) 219-7393

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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