Edward Jones

As a financial professional and an active member of her community, Kelly is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs. Kelly is a Certified Retirement Counselor, Life, Accident & Health insurance agent, holds FINRA Series 6, 7, 63 & 65 securities registrations, and is a Registered Representative of LPL Financial.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.