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.


John D. Kelly

First Vice President–Wealth Management

Financial Advisor

John has spent his entire career in the Financial Services Industry.  For over 30 years, John has been focused on working with institutions and individuals, committed to tailoring solutions to meet their financial goals.  John prides himself on his long term client relationships, which has been helpful in guiding them through volatile markets.  He provides first class service to his client base that includes credit unions, not-for-profits, associations, corporations and high net worth individuals and their families.

John's responsibilities for his clients include fixed income portfolio management, corporate cash management, financial planning, retirement planning, advisory equity portfolio management program, asset allocation, liability management, and qualified plan/IRA distribution plans.  Cornerstones of John's business are principal protection, maximizing income, total return and tax efficiency.

John is an alumnus of The Catholic University of America where he played Division 3 football at Catholic U and also met his wife Tricia.  John and Tricia have been married for 28 years and reside in Summit, NJ with their five children.  John is an avid golfer and enjoys coaching youth sports.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IL
  • KS
  • LA
  • MD
  • MT
  • NC
  • NJ
  • NV
  • NY
  • PA


  • B.A. Financial Management, The Catholic University of America


  • Portfolio Manager
500 Campus Drive
Florham Park, NJ 07932
  • (973) 360-4277

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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.

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