Skip to Main Content
Kelley Witters, Financial Advisor

FINANCIAL ADVISOR
Kelley A Witters

AAMS™
725 NE 7th Street Suite A, Grants Pass, OR 97526opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Divorce Finances

About Kelley

As a financial advisor, helping my clients plan for and navigate life's many transitions is what drives my professional investment philosophy. I consider it my responsibility not only to help them make sound investment decisions, but to also be prepared for life's welcome, and sometimes not so welcome, surprises.

I spend time getting to know each of my clients, learning about their goals and discovering what is truly important to them. With this information in hand, together we devise a strategy and create a portfolio of investments that is capable of withstanding the inevitable fluctuations of the financial markets. Knowing...

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of OregonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Cooking
  • Camping
  • Walking

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(541) 479-9660

Fax

(888) 808-0061

Office Address

725 NE 7th Street Suite A
Grants Pass, OR 97526opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More