The Barclay Breland Team
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Chris Kelly
Founder and CEO
Barclay Breland Family Office is the result of Chris’ passion to help families and pay it forward. At BBFO he helps families define their core values and then works with the families’ advisors to ensure those values are reflected in their planning. BBFO grew out of Chris’ experience with the doctors at John’s Hopkins Medical Center in 2003. Chris’ vision was to create a wealth management firm, which cared for clients’ wealth-care in the same way as the doctors cared for their patients’ healthcare. This vision came to fruition with the creation of Wealth Management of Palm Beach, the predecessor to BBFO. It was at WMPB that Chris refined his vision and developed the business plan for BBFO.
Chris started in the investment industry in 1995 as a Certified Financial Manager for Merrill Lynch’s Private Client Group and Bank of America’s Investment Services, providing investment strategies to high net worth clients. He is originally from Ocean City, Maryland and moved to Florida in 1996. Chris is married to his wife, Emily, and has two children, William and Breland. He enjoys golf, fishing and hunting.
Joy Rose
Client Relations Manager
Joy has a diverse background in the financial services industry including compliance, business development, marketing and client servicing. She began her career providing oversight of state and SEC regulatory filings and monitoring firm-wide policies and procedures for an RIA in South Florida. Her experience includes several years with a prominent multi-family office serving ultra-high net worth individuals and families in the areas of investments, estate planning, next generation education and family governance. Along with supporting client families and their portfolios, Joy was also engaged in client development, enhancing industry partnerships and providing marketing and event oversight to a national team of advisors. Joy has a Bachelor of Science degree in Economics from the University of Central Florida.
Client Relations Manager
Joy has a diverse background in the financial services industry including compliance, business development, marketing and client servicing. She began her career providing oversight of state and SEC regulatory filings and monitoring firm-wide policies and procedures for an RIA in South Florida. Her experience includes several years with a prominent multi-family office serving ultra-high net worth individuals and families in the areas of investments, estate planning, next generation education and family governance. Along with supporting client families and their portfolios, Joy was also engaged in client development, enhancing industry partnerships and providing marketing and event oversight to a national team of advisors. Joy has a Bachelor of Science degree in Economics from the University of Central Florida.