KELLEY INVESTMENTS, LLC
AUBURNDALE, FLORIDA

KELLEY Investments, LLC is a distinguished private wealth management firm known for its personalized investment strategies tailored to high-net-worth individuals. The company focuses on simplifying complex financial situations for families and business owners. With over thirty years of experience in the industry, Craig P. Kelley serves as the Managing Member, leveraging his expertise honed from previous roles at renowned firms such as Merrill Lynch, PaineWebber, and Kidder Peabody. Since 1996, Kelley Investments has been helping clients maximize growth, minimize taxes, protect assets, generate income, and effectively transfer wealth by investing in companies that are economically sound, competitively advantageous, and strategically positioned in the market. Craig’s philosophy emphasizes discipline, moderation, hard work, and a focus on consistent appreciation without significant losses. His strategic approach includes constant analysis of national and international events, which informs economic trends and investment decisions. For these efforts, Craig holds the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute, an advanced credential for wealth managers that complements his educational background with a BS in Finance from Arizona State University’s W.P. Carey School of Business. Kelley Investments also benefits from the leadership of Sean Kelley as President of Keystone Investment Advisors, Inc., which provides vital consulting and administrative services to Kelley Investments. These include data security, systems operations, and portfolio management, reinforcing a robust framework for their clients' financial prosperity. As a Registered Investment Advisor based in Auburndale, Florida, KELLEY Investments prioritizes transparency and compliance by providing access to Form ADV documents via 858-350-1010. Though past performance is not indicative of future results, the firm strives to ensure informed investing through comprehensive disclosures underlined by the legal disclaimers on its platform. Founded in December 2015 with a record of regular updates including a recent annual report filed on February 20, 2024, KELLEY Investments remains at the forefront of private wealth management.