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
  • FL
  • IL
  • LA
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights