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My Story

An innate ability to look at the big picture enables Terry to cover the full spectrum of investment management offerings for his Bartlett clients. His 35 years of expertise ranges from standard investment plans to integrated services for families of generational wealth.

Originally from Marengo, Illinois, Terry moved to Cincinnati after college and has since become a huge fan of pretty much every local sports team – Xavier, UC, NKU, the Bengals and the Reds all hold a special place in his heart.

A self-described nature enthusiast, Terry enjoys hiking and music festivals, but he will even default to yard work for the chance to get outside. His favorite local venues include the Cincinnati Nature Center and Quatman Café in Cincinnati’s Norwood neighborhood.

Ask Terry About

  • High net worth individuals
  • Families of generational wealth
  • Foundations and endowments
  • Nonprofit organizations

Terrence T. Kelly

Wealth Advisor, Principal


  • University of Kentucky, BS, 1980
Designations (1)
  • Chartered Financial Analyst (CFA)
Boards and Committees (2)
  • Presbytery of Greater Cincinnati: Trustee, since 2008
  • REDI Cincinnati: Board of Directors, since 2015