Robert Kelly
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Contact information
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Location
Rosemary Square
372 South Rosemary Ave., Suite 102, West Palm Beach, FL 33401 -
About Robert Kelly
Robert Kelly is a Financial Advisor in West Palm Beach, FL, for Regions Investment Solutions. When it comes to your financial future, you need a trusted partner. Robert will focus on solutions for your immediate needs and help you develop a comprehensive strategy to meet your long-term financial goals.
From financial planning to preparing for retirement, Robert Kelly is committed to helping make your journey toward financial success as easy as possible.
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Products & services
- Fee-based managed accounts
- Mutual funds, exchange-traded funds (ETFs)
- Stocks, equities
- Municipal bonds, corporate bonds
- Annuities
- Life insurance
- Money market accounts
- CDs (brokerage and structured)
- 529 plans for education
- Digital investing through InvestPath®
Personalized investment solutions
Whether you’re investing for retirement, college or another goal, Regions Investment Solutions can provide the in-depth knowledge necessary to assist with financial planning. Our experienced professionals work as a team to provide you with comprehensive service, conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know. To get started, call Investment Solutions at 1-800-598-9164 or email us today.