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The Delahunty/King/Kelly Group

Private Wealth Advisors

ONE FEDERAL STREET, FLOOR 24

BOSTON, MA 02110

617.946.8012

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About us

The Delahunty King Kelly Group

Our team provides tailored wealth management strategies, precise implementation, and dedicated service to a select group of ultra-high-net-worth individuals, families, and tax-exempt organizations. Headquartered in Boston, we work with a national clientele, designing customized initiatives to help clients pursue their goals. We enjoy building deep relationships, catering to client needs with an intimacy and intensity that we believe sets us apart.

As a team within the Private Banking and Investment Group at Merrill Lynch, we offer a boutique sensibility combined with an extensive breadth of resources. We purposefully limit our engagements to those clients that can most benefit from our strengths, skills, advice and guidance.

The Difference of Experience

We understand that significant wealth can pose newfound challenges—and opportunities. The leaders of our team—Patrick Delahunty, Tim King, and Brian Kelly—have worked together for close to a decade. As a result, we’re skilled in distilling the complexity that can accompany substantial wealth. Our longevity as a team heightens our efficiency and amplifies our impact. We recognize what needs to be done and how to do it. Clients come to us for diverse needs; we welcome the opportunity to serve as their entrée to the larger Bank of America enterprise.

An Integrated Approach

As veteran advisors, we appreciate the essential role of sound investment management. Our team has the maturity and judgment to navigate diverse market environments. We offer the refined capabilities denoted by the CFA® designation, as well as the practical knowledge that stems from decades of experience. We are more than portfolio managers, however. We offer an integrated approach that unifies multiple disciplines:

  • Trust and estate planning services
  • Liquidity-event strategies
  • Concentrated and restricted stock strategies
  • Access to customized credit through Bank of America, N.A.*
  • Tax-sensitive charitable giving
  • Service as the Foundation of Our Outreach

    We’ve structured our team to provide intensive coverage for client needs, from day-to-day requests to long-term initiatives. Our Private Wealth Associates, Miles Burgess and Kyle Kadlick, pride themselves on precise follow-through and reliable assistance for requests large or small.

    We invite individuals, families, and institutions with complex requirements and sophisticated demands to contact us to discuss their needs relative to our capabilities.


    * Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

    Meet the team

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    Patrick J. Delahunty

    Managing Director

    Private Wealth Advisor

    617.946.8013

    617.946.8013

    patrick.delahunty@ml.com

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    Timothy King

    Managing Director

    Private Wealth Advisor

    617.946.8011

    617.946.8011

    timothy.f.king@ml.com

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    Brian J. Kelly, CFA

    Senior Vice President

    Private Wealth Advisor

    617.946.8012

    617.946.8012

    brian.kelly@ml.com

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    Meet the team

    Patrick J. Delahunty

    Managing Director

    Private Wealth Advisor

    617.946.8013

    617.946.8013

    patrick.delahunty@ml.com

    Add to address book

    Read Bio

    Timothy King

    Managing Director

    Private Wealth Advisor

    617.946.8011

    617.946.8011

    timothy.f.king@ml.com

    Add to address book

    Read Bio

    Brian J. Kelly, CFA

    Senior Vice President

    Private Wealth Advisor

    617.946.8012

    617.946.8012

    brian.kelly@ml.com

    Add to address book

    Read Bio