KELLEY INVESTMENTS, LLC
AUBURNDALE, FLORIDA

is a Private Wealth Manager and the Managing Member of KELLEY Investments, LLC. Craig helps families and business owners Craig helps his clients save time and reduce stress by simplifying complex financial situations, and by implementing specific strategies to maximize growth, minimize taxes, monetize and protect assets, generate income, and transfer wealth. , Craig’s strategy reflects his personality and his philosophy of life. For him life and investing are about discipline. He conducts a constant and careful analysis of national and international events. He follows economic trends and invests in sound companies with little debt, good markets, sound products, and few competitors. but the real innards of the products and how they actually work under widely varying conditions. Consistent appreciation with no huge losses is his investment strategy and his philosophy in life. Married for over twenty-five years with a son in business school and a daughter working in film in San Francisco, Craig believes in discipline, moderation, hard work, and values. Craig has more than thirty years of experience, starting his career right out of business school in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting KELLEY Investments in 1996. Graduated from Arizona State University’s W.P. Carey School of Business in 1984 with a BS in Finance. Craig earned the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute following graduate level coursework and examination taught in conjunction with the University of Chicago Booth School of Business. The CPWA® certification program is an advanced credential for Wealth Managers focused on developing specific strategies for high-net-worth individuals that help them maximize growth, minimize taxes, monetize and protect assets, generate income, and transfer wealth. is the President of Keystone Investment Advisors, Inc., a consulting firm that provides third-party consultation and administrative services. Through Keystone, Sean provides Kelley Investments consultation and assistance with internal management functions including data security, systems operations, research, portfolio construction and trading and other administrative functions. Sean is an Investment Advisor Representative of KELLEY Investments. Legal Disclaimer: Past performance is no guarantee of future results, and there is no guarantee that Kelley Investments’ investment decisions or recommendations will be profitable. Wherever there is the potential for profit, there is also the possibility of loss. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA. Kelley Investments is not affiliated with Ceros Financial Services. This information does not constitute an offer to sell or solicitation of an offer to invest with Kelley Investments in any jurisdiction in which such an offer, solicitation, or investment would be unlawful under the securities laws of such jurisdiction. An investor should consider their investment objectives carefully before investing. An investor can obtain a copy of Kelley Investments Form ADV or Privacy Policy by calling 858.350.1010, and should read them carefully before investing. Legal Disclaimer: Past performance is no guarantee of future results, and there is no guarantee that Kelley Investments’ investment decisions or recommendations will be profitable. Wherever there is the potential for profit, there is also the possibility of loss. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA. Kelley Investments is not affiliated with Ceros Financial Services. This information does not constitute an offer to sell or solicitation of an offer to invest with Kelley Investments in any jurisdiction in which such an offer, solicitation, or investment would be unlawful under the securities laws of such jurisdiction. An investor should consider their investment objectives carefully before investing. An investor can obtain a copy of Kelley Investments Form ADV or Privacy Policy by calling 858.350.1010, and should read them carefully before investing.