Rancho Santa Fe, CA
Joseph G. Kelly is a seasoned financial professional and has been a member of the Fisher Investments team since 2003, serving clients and prospective clients in Southern California. He has extensive industry experience in both the institutional and private client realms, and has held such positions as Vice President of Morgan Stanley and Associate Vice President of Merrill Lynch.
Utilizing his broad experience, Joseph will review your current investments and help you understand the various money-management options available to you. He will provide insight to Fisher Investments’ approach and help you determine the best fit for your needs.
Contact Joseph for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest. We will email these to you at no cost.