Joseph P. Kelly - Morgan Stanley Financial Advisor - Winter Park, FL
Morgan Stanley
Joseph P. Kelly, CFP
Financial Advisor
250 S. Park Ave
Ste. 500
Winter Park, FL 32789
tel: (407) 740-4972
toll-free: (800) 829-5105 
fax: (407) 740-4983

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Rotary Club of Lake Mary - Past President
  • Paul Harris Society - Paul Harris Fellow
  • Leadership Seminole Class of 2004
  • SBRN - Small Business Resource Network
  • Member - Timacuan Golf Club
Services
  • Wealth Management
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Professional Portfolio Management
  • 529 Plans
  • Business Succession Planning
  • Commodities
  • Exchange Traded Funds
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Access to Lending Services
  • Life Insurance
  • Municipal Bonds
  • Precious Metals
  • Qualified Retirement Plans
  • Retirement Planning
  • Philanthropic Services
  • Structured Products
  • Long Term Care Insurance
Education and Licensing
  • Bachelor of Science
    Resource Economics
    University of Florida
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Series 31 - Managed Futures
  • Life, Health and Variable Annuities
  • CERTIFIED FINANCIAL PLANNER
Business Experience
  • 2008 - Present: Morgan Stanley* *
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER
  • 2000 - 2008: Central Florida YMCA
    Executive Director 2004 - 2008
    District Controller 2000 - 2004
  • 1995 - 2000: State of Florida
    Financial Analyst

Bulletin Board
  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • See May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Joseph P. Kelly holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1293912

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281