portrait of Kelsey O Sowers

About Kelsey

I believe everyone can have financial freedom through careful planning and personalized strategies. I became a financial advisor so that I could be a resource to my community and am blessed to have opened my office here in Statesville working with families that I have come to love as my own.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether your goals include preparing for retirement, paying for education, reducing taxes, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2018 to Current

Education

  • Johnson & Wales UniversityBachelor of Science

Personal Interests

  • Cooking
  • Camping
  • Hiking
  • Spending Time with Family
  • Sustainability

Team Members

  • Leanne Barkley
    Sr. Branch Office Administrator
  • Lauren Eskind
    Branch Office Administrator

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 Closed
Sun Closed

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