C. W. Kelleher

C.W. Kelleher is Managing Director at The Kelleher Wealth Management Group of Edwards Asset Management. With over 26 years of experience in the financial services industry, C.W. specializes in managing portfolios for pre-retirees and retirees, focusing on minimizing risk and creating income plans for their retirement years. As a highly experienced Financial Advisor, C.W. places great value on building strong, long-lasting relationships with clients.

After earning his BA in International Relations and Economics from Colby College, C.W. embarked on his career at Merrill Lynch, where he held positions as Vice President – Investments, Financial Advisor, and Northeast Complex Sales Manager. Throughout his career, C.W. has developed a comprehensive planning approach to help his clients and their families prioritize and achieve their retirement goals. The team’s planning process includes implementing customized investment strategies that effectively build and preserve wealth.

C.W.’s dedication and professionalism have been recognized consistently, as he has been honored as a Platinum Council Advisor at Wells Fargo Advisors from 2014 to 2023. Beyond his professional endeavors, C.W. actively engages with his community. He is involved with The Mohawk & Hudson River Humane Society, The Rensselaer County Chamber of Commerce, and The Country Club of Troy. C.W. splits his time between Troy, NY, and Naples, FL, where he enjoys the company of his two cats, Miranda and Niko. In his leisure time, C.W. indulges in his passions for tennis, boating, and golf.

The Kelleher Group is honored to be named Forbes Best-In-State Wealth Management Teams 2024. This award reflects the trust clients have placed in the team over the years.

CA Insurance License Number: 0D25668. Resident State FL.

1. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.