Joe Kelly
Joe Kelly
Vice President

Rancho Santa Fe, CA
Phone: 800-851-8845

Joseph G. Kelly has been a member of the Fisher Investments team since 2003, serving clients and prospective clients in Southern California. He is a seasoned financial professional with 25 years of 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.

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Free Research & Guides

cover of fisher investments' 2015 q4 stock market outlook

Stock Market Outlook

A timely research report from the Investment Policy Committee with current views on where the stock market is headed.

cover image of the 15-minute retirement plan from fisher investments

The 15-Minute Retirement Plan

This guide addresses some key questions many face when planning for retirement.

cover image of the eight biggest mistakes investors make by fisher investments

The Eight Biggest Mistakes Investors Make

Learn about the eight biggest mistakes in the world of investing and how to avoid them.