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Christopher Kelly - Morgan Stanley Smith
Barney
Vice President
Wealth Advisor
70 West Madison Street
Chicago, IL 60602
Christopher Kelly is a member of the elite Wealth Advisor Group,
of which only 1% of Morgan Stanley Smith Barney employees have
gained membership. He focuses on sophisticated financial and
wealth planning solutions within the high net worth family
practice and leads the corporate solution effort with the group,
including providing solutions in defined benefit and defined
contribution, non-qualified deferred compensation, employee
stock ownership plans, executive compensation analysis and
general business enterprise financial solutions. Chris holds the
Certified Financial Planner ™ practitioner designation,
Chartered Retirement Plan Specialist, Chartered Financial
Divorce Practitioner ™ , Estate Planning Consultant and Rule 144
Specialist designations as well as the Finra 7, 66 &31 life,
disability & long term care licenses.
Chris, his wife Samantha and three young children live in
Chicago’s University Village neighborhood in the South Loop. He
Attended Loyola University Chicago and Oakland University,
majoring in Physics. |