portrait of Kelli L Tampio
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Kelli

I have been a financial advisor with Edward Jones since 2012 and am motivated by helping others secure their financial wellbeing and plan for the future. I am genuinely interested in my clients' goals and dreams and enjoy working with results-oriented individuals who are disciplined about their financial decisions.

I serve investors of all ages and backgrounds but am especially passionate about guiding and empowering women. I am able to provide comprehensive financial service by collaborating with my clients' accountants, attorney and other trusted professionals to create the most appropriate solutions.

I am purposeful and process-driven when considering risks and opportunities...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Charitable Giving

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • University of PhoenixBachelor of Business Admin

Personal Interests

  • Community Outreach
  • Traveling
  • Wine Collecting/Enthusiast
  • Spending Time with Family

Team Members

  • Susie Meyer-Robertson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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