John Kelson

Background

About John Kelson

Investors face multiple issues concerning identifying and creating financial strategies that address retirement planning, equity / bond portfolio growth, tax minimization strategies, real estate investments, college funding as well as how to best handle unexpected events that affect day-to-day living. John Kelson, a member of the Dalrymple and Kelson Group with Merrill Lynch Wealth Management is well-positioned to help you. John and his team focus on asset allocation and preservation strategies, wealth management and preservation strategies, and estate and legacy strategies. Dalrymple and Kelson provides highly personalized service - all aspects of the business are aligned to help enable a more comprehensive understanding of our clients' unique goals and needs. John incorporates past practices with new investment solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals, and costs associated with the recommendation. John works hand-in-hand with individual clients as well as business owners, with the goal of building winning financial strategies based upon individualized short-term and long-term goals that strive to provide wealth growth, preservation, and liquidity. Wealth Management Planning Financial Strategy / Management Estate Planning Services Tax Minimization Strategies Small Business Financial Services College Funding Strategies Financial Market Research Portfolio Management Quantitative / Qualitative Research Executive Compensation Plans Wealth Transfer Strategies Client Relationship Management Cash Flow Management Deferred Compensation Plans Employee Stock Purchase Plans (ESOP)*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.