Brian Kelley

Senior Vice President/Investments - Stifel

Brian Kelley is a Senior Vice President/Investments at Stifel Financial Corp., a leading wealth management and investment banking firm. Based in the New York City Metropolitan Area, he specializes in managing and customizing equity and balanced portfolios for his clients.2 6

Professional Expertise

As a financial advisor, Brian Kelley focuses on providing:

Client-focused investment guidance
Actionable strategies for goal pursuit
Research and risk analysis
Wealth planning services

He works with a diverse clientele, including individuals and corporations.2 3

Work Philosophy

Brian Kelley believes in a personalized approach to financial advising. He emphasizes the importance of face-to-face interactions with clients, aiming to understand their unique financial objectives.1 This approach allows him to tailor his services to each client's specific needs and goals.

Professional Network

Kelley actively engages with his professional network, including interactions with C-Suite executives of culture-rich companies at Stifel's events.5 This involvement demonstrates his commitment to staying connected within the industry and maintaining strong client relationships.

Location and Affiliation

Brian Kelley operates from White Plains, NY, where he serves as a Stifel Financial Advisor.3 4 In this role, he has access to the extensive resources of Stifel, which he leverages to provide comprehensive financial services to his clients.