Next-Gen + Best-in-State · rank 34 · Naples, Florida · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “"currentEmployments": [{"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "8/14/2012"” — sec_finra_regulatory
- “Carman/Kelley Group Merrill Lynch Wealth Management 9128 Strada Place Suite 301 Naples FL 34108” — firm_official
- Parent company — Bank of America (high)
- “With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "8/14/2012", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235"” — sec_finra_regulatory
- Team name — Carman/Kelley Group (high)
- “Carman/Kelley Group Merrill Lynch Wealth Management 9128 Strada Place Suite 301 Naples FL 34108” — firm_official
- Team size — 3 (medium)
- “Meet Our Team Shane Kelley , CPFA®, CRPC™ Managing Director , Senior Financial Advisor 239.649.2931 239.649.2931 Get in touch icon/control/launch copy View bio Laurie Von Dollen Officer , Registered Wealth Management Cli” — firm_official
- CRD — 6089470 (high)
- “"basicInformation": {"individualId": 6089470, "firstName": "EDWARD", "middleName": "S", "lastName": "KELLEY", "otherNames": ["EDWARD SHANE KELLEY", "SHANE KELLEY"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDateIAPD": "8/13/2012"” — sec_finra_regulatory
- Designations — other:CPFA, other:CRPC (high)
- “Meet Our Team Shane Kelley , CPFA®, CRPC™ Managing Director , Senior Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 1000 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$500K","Team Assets (Custodied)":"$1B"” — forbes_shook
- Account minimum ($M) — 0.5 (medium)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 10 (medium)
- “"Typical Net Worth of Relationships":"$5-15M"” — forbes_shook
- Client niche — generalist (medium)
- “We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/naples-fl/ckgroup (high)
- “
Carman/Kelley Group - Financial Advisors in Naples, FL 34108 | Merrill ” — firm_official
- “
- Value proposition (verbatim) — Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
- “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Differentiators — Mission is to understand the client first, before advising, Questions-and-listening discovery process, Personalized plan balancing goal pursuit with investment risk management, Access to Merrill investment insights plus Bank of America banking solutions, Multigenerational wealth transfer planning (high)
- “Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands” — firm_official
- “With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.” — firm_official
- Content marketing — none (medium)
- “Shifting gears: New drivers of potential market expansion Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Recognition Shane Kelley Managing Director , Senior Financial Advisor Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023-2024” — firm_official
- Linkedin url — https://www.linkedin.com/in/shane-kelley-crpc™-cpfa®-7b198541 (high)
- Social presence — linkedin_active (low)
- Press awards — Forbes "Best-in-State Wealth Management Teams", 2023, Forbes "Best-in-State Wealth Advisors", 2024 (medium)
- “Forbes "Best-in-State Wealth Management Teams", 2023 (Published on January 12, 2023. Rankings based on data as of March 31, 2022.) Forbes "Best-in-State Wealth Advisors", 2024 (Published on April 3, 2024. Rankings based ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
Carman/Kelley Group - Financial Advisors in Naples, FL 34108 | Merrill ” — firm_official
- “
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill corporate template: white ground, navy and Merrill-bull accents, clean sans-serif type, wide lifestyle/landscape hero photography and plain headshots. No team-specific palette or mark. (high)
- “<img style="object-fit:contain;object-position:center;max-width:3600px;width:100%;aspect-ratio:3600 / 2403" src="https://dyn.mktgcdn.com/p/xrEtJ1Ww_iGzYgA1kiPmnaD3BNKTP7ZelsSMcB5adbc/width=500,height=500"” — firm_official