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Kelley Aline, Financial Advisor

FINANCIAL ADVISOR
Kelley Aline

CFP®, CEPA®
209 Smelter Ave NE Suite 2, Great Falls, MT 59404opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances

About Kelley

I have been actively engaged and aware of the role I play as a professional in my community and the positive impacts I can have to make my community a better place for all. For many years, I have volunteered to serve to keep driving positive change. Due to my involvement and stewardship on various boards, I caught the attention of a tenured veteran financial advisor with Edward Jones, and he recruited me to become a financial advisor.

Eight and a half years ago, when I stepped into the role, I had the opportunity to observe and learn the power of...

Work History

  • Edward JonesOctober 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Black Hills State UniversityBachelors

Personal Interests

  • Skiing
  • Outdoor Enthusiast
  • Photography
  • Traveling
  • Volunteering

Team Members

  • Leila Mahler
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(406) 452-1339

Fax

(855) 848-6946

Office Address

209 Smelter Ave NE Suite 2
Great Falls, MT 59404opens in a new window

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