Jeffery Kelly | Managing Director, Partner

Jeffery Kelly is a Managing Director at The Kelly & Wohlner Group. With 25 years of industry experience, Jeff specializes in asset management and risk mitigation.

Jeff works with clients to build personalized investment strategies that are designed to help them achieve their long-term objectives while helping minimize risk. He directs all portfolio tactical and strategic asset allocations for the team’s clients.

Prior to The Kelly & Wohlner Group and Hightower, Jeff served as a Senior Vice President, Wealth Advisor and Senior Portfolio Manager at UBS Financial Services, where he developed comprehensive financial plans and investment strategies for successful individuals and families. Previously, he was a Senior Vice President at Morgan Stanley Smith Barney and a Financial Advisor at Dain Bosworth.

Jeff earned his Bachelor of the Arts degree in Law, Economics and History from Western State University in California, and completed courses at The University of California San Diego. Jeff also holds his Series 7, 63 and 66 licenses.

In his spare time, Jeff is actively involved with several local organizations, including the Denver CASA Program and Mount Saint Vincent Home.

jkelly@hightoweradvisors.com
Direct: (303) 800-5251