Justin Kelly
Advisor
​Justin was born and raised in Bergen County, New Jersey, and now calls St. Petersburg, Florida home. He brings a unique and disciplined approach to financial advising, shaped by his experience as a Marine Corps Scout Sniper and over a decade as a government contractor supporting the Department of Defense.
Justin holds an MBA and has been actively trading in the stock market since 2014, applying his skills to guide his own investments and helping family and friends think through their financial decisions with consistent success. His transition into financial advising is a natural extension of his long-standing passion for strategic investing and financial planning.
Approachable, professional, and grounded, Justin works with a diverse range of clients—from small business owners and retirees to families and individuals—helping them grow, manage, and protect their wealth with confidence.
201-638-0227
Alex Kelly
​​Alex supports her husband, Justin and ensures everything runs smoothly behind the scenes. With a background in Customer Success, Alex uses her expertise to ensure that clients receive top-notch service.
Having grown up in a family in the financial industry, she values the importance of personalized care. Alex is dedicated to making every client feel like family and supporting them on their journey to financial well-being.
