Kelly Costello has been serving the financial needs of professionals, foundations, high net worth individuals & their families for more than 17 years. Kelly strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Kelly takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Kelly works closely with you to develop a customized financial plan designed to achieve your long-term financial objectives.
Originally from the greater New York City area, Kelly graduated magna cum laude from Rutgers University with a degree in Economics. Prior to joining Raymond James Kelly has worked for Wells Fargo, Neuberger Berman, and Merrill Lynch. Away from the office Kelly enjoys exercise, spending time with his family, golf (which apparently doesn’t like him back), and reading.