Midland Wealth Management: Steve Kelly
Investment Services Tarrytown
Description
Steve serves as a Wealth Advisor for Midland Wealth Management in New York, working with individuals and families to develop personalized financial strategies aligned with their long-term goals. He brings a relationship-centered approach to advising clients, drawing on his broad experience in banking, lending, and wealth planning. Steve has spent more than a decade serving affluent and high-net-worth clients in the financial services industry. Prior to joining Midland, he held wealth-focused roles at Wells Fargo, Citibank, and JPMorgan Chase, where he provided guidance on banking, investment, and credit strategies. His experience includes crafting holistic financial plans and collaborating with internal specialists to deliver tailored client solutions.
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Investment Services(914)771-3225 (914)-771-3225 +19147713225
Map 120 White Plains Road
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