The Kelly Group at Morgan Stanley

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The Kelly Group

OUR MISSION STATEMENT

Navigating all of your financial concerns and transitions in life while keeping YOU in the first class seat we believe you deserve.

Our Story and Services

About The Team

The Kelly Group at Morgan Stanley believes that all clients deserve first class service. This is why we choose to work with only a limited number of clients. Working with a select group of clients gives us the liberty to provide you with the personal advice and attention that you deserve.

Our areas of focus include those approaching retirement, recently retired, divorcees, widows, business owners and high net worth professionals.

Services Include

  • Wealth Management
  • Business Planning
  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • Asset Management
  • Life Insurance
  • Long Term Care Insurance
  • 401(k) Rollovers
  • Endowments and Foundations
  • Certificates of Deposit
  • Lending Products
  • Planning for Education Funding


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

Working With You

Working With You

Our service model includes:

  • Multigenerational planning because life includes those you love.
  • Regularly scheduled meetings and calls – proactive monitoring of your investments & time to talk about what matters most to you.
  • Rapid response to your concerns – 1 hour response & 24 hour resolution.
  • Each client can expect to receive a financial plan with full implementation of that plan as well as other materials to facilitate your financial health going forward.

We are committed to working hard to earn and keep your trust.

Together, we will navigate all of your financial concerns and transitions in life while keeping YOU in the first class seat we believe you deserve.

Community Involvement

Community Involvement

As a team, we love to give back. Sometimes we do this collectively within Morgan Stanley and other times as individuals.

Chris is very active in his Church, the Downtown Rotary, and serves on the Executive Board of the Waterfront Rescue Mission.  Chris has held past positions on the boards of WSRE Public Television, Covenant Hospice, Escambia County 4H Foundation and the Panhandle Tiger Bay Club.

Lori is currently involved with the Junior League of Pensacola, Impact 100, volunteers at her local church, and participates in Habitat for Humanity’s Annual Women’s Build.

Kelly is an active volunteer in the community and with Pensacola Sports Association.



 

Location

Location

  • 850 S Palafox St., Ste 200
  • Pensacola, FL 32502


    Meet The Kelly Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact The Kelly Group today.

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