Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
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.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
