Senior Investment Advisor Representative
Robert Kelley became a member of Sterling Group United in 2015. Bob holds a Series 65 FINRA license making him a fiduciary by law which requires for his clients’ interests and benefits to be met before his own. Other qualifications include an SEC Series 56 license for Proprietary Trading, a Master’s Degree in Business Administration (MBA) from the University of Massachusetts, an Arizona Real Estate license, and Life and Health insurance licenses from Arizona and a number of other states.
With a unique ability for making the complicated simple, Bob helps his clients understand the important concepts that lead to financial security. Clients are assisted in achieving their goals by taking a holistic approach to their financial picture through the development of a quantified and accountable plan, and in the structuring of a portfolio of investments that meets their needs and aspirations. Protecting what a client has achieved is paramount. This is accomplished by listening to the client’s concerns, and sharing all information about potential investments, including benefits, risks, and tax issues, and adjusting the investment plans as goals and needs change. Bob teaches financial literacy at several local colleges on a pro bono basis as he believes that it is important to “give back”, and that financial education is a critical need in our community. After years of working with an international corporation in a “C” level capacity, Bob and his wife of 39 years relocated to the Phoenix area to be closer to their children and grandchildren. Bob enjoys golf, scuba diving and outdoor sports.