Rob Kelley

Rob is a Financial Advisor at Northern Advisory Group and has been dedicated to helping individuals and families achieve their financial goals since entering the financial services industry in 2016. With a focus on holistic investment planning. Providing customized financial planning and wealth management strategies to ensure financial security and confidence.  

Rob holds Series 7, Series 66, and Life and Health Insurance licenses. He specializes in retirement planning and investment management, helping clients grow their wealth while protecting what they’ve worked hard to build. By creating personalized strategies based on each client’s goals, timeline, and comfort with risk, he takes a proactive approach to managing investments and preparing for a confident, secure retirement.

Rob launched his career with Merrill Lynch in their Midtown Manhattan office, where he gained valuable experience working with clients across different stages of their life. In 2023, he transitioned to Northern Advisory Group to embrace the flexibility and independence of an open-architecture platform. This move enables him to provide truly personalized, best-in-class investment strategies by selecting from a broad universe of financial solutions. Rob’s client-centric approach focuses on delivering tailored strategies designed to maximize growth, mitigate risk, and adapt to changing market conditions.