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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
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.A. Management, James Madison University
140 Broad Street
Suite 100
Red Bank, NJ 07701

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Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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As of 12/31/2024

51 countries

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UBS is a leading and truly global wealth manager

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