My Approach

It’s my belief that every client, or potential client, deserves honest and careful advice; offered in an open and accepting environment. I construct tailor-made financial plans and connect my clients with custom solutions that best fit their needs. Having served over 10 years in the U.S. Army Reserve, I apply a disciplined and strategic approach to each of my clients – new and existing.

As a Financial Advisor and Financial Planning Specialist with The Dowell Group, I work alongside my clients to help meet their individual financial goals and ensure they receive exceptional service. I embrace the knowledge and support of an experienced team, and couple it with the intellectual capital of a world-renowned investment firm. This framework allows me the opportunity to offer my clients sound advice on a vast array of investment and financial planning topics.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Financial Planning2
  • LGBT Planning Services
  • Philanthropic Management3
  • Retirement Planning4
  • Wealth Management5
Securities Agent: MS, WA, VA, TX, TN, SD, SC, PA, OR, OK, NY, MD, LA, KY, IL, GA, FL, DE, CO, CA, AR, AL; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A native of Greenville, MS, Justin has been at Morgan Stanley with The Dowell Group since 2013. Justin holds a bachelor’s degree in Business Administration, with a focus in Finance, from Mississippi College. A 10-year veteran of the U.S. Army Reserve, Staff Sergeant Kelly put his education on hold when he was called up for a year-long tour in Southern Iraq from 2010-2011. Justin is honored to continue to serve his country as a Combat Medic with the 8/108TH Training Battalion in Jackson, MS.

Justin is a proud and passionate member of HRC—the Human Rights Campaign—which is the nation’s largest civil rights organization working to achieve LGBTQ equality. Justin has generously donated not only his time—serving on HRC Mississippi's Volunteer Leadership Committee—but also financially. Justin has made serving the financial and retirement needs of the LGBTQ community a key focus of his practice.

Although his Army Reserve duties keep him busy outside of the office, Justin enjoys an active lifestyle with plenty of exercise. He also loves to travel and try new recipes on a regular basis.

Location

4450 Old Canton Road
Suite 100
Jackson, MS 39211
US
Direct:
(601) 321-7713(601) 321-7713
Toll-Free:
(800) 321-6426(800) 321-6426
Fax:
(601) 453-4915(601) 453-4915

Meet My Team

About Me

Originally from Kosciusko, MS, Sandra has called the Jackson area home for over 30 years now. She is a graduate of Mississippi College, where she earned a Bachelor of Science degree in Accounting as well as an M.B.A. in Accounting. Prior to joining The Dowell Group as Client Service Associate in 2013, Sandra spent the previous 23 years working for a privately owned commercial real estate firm where she oversaw all accounting procedures as well as the company retirement plan.

Over the years, Sandra has played an active role in the community. She attends Colonial Baptist Church in Jackson and has been a long-time member of the National Association of Women and Construction. Sandra is a former member of Civitanan international community organization that aims to help people with developmental disabilitiesand at one time was a frequent volunteer for the Special Olympics. When shes away from the office Sandra enjoys reading and also likes to travel.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Justin Kelly today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018