Bob Kelly

Bob Kelly is the current Director at Imagine. Prior to that, they were with Merrill Lynch Wealth Management from January 2019 to December 2021 as a Financial Advisor and Vice President. Before Merrill Lynch, Kelly was with J.P. Morgan Private Bank from January 2017 to December 2019 as an Executive Director and Client Advisor.

Kelly's other previous positions include Grisanti Capital Management where they were a Co-Portfolio Manager and Senior Equity Analyst from January 2014 to December 2017, and Sidoti & Co. where they were a Senior Equity Analyst for Building Products from January 2005 to December 2014. Bob's first professional position was with Victory Capital Management as a Research Associate from January 2000 to December 2005.

Bob Kelly has a Bachelor's Degree from Boston College. Bob has certification from Merrill Lynch Internal in Retirement Accredited Financial Advisor and Personal Investment Advisor. Bob also has certification from CFA Institute in Chartered Financial Analyst.