Abby Kelliher, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies

About Abby

As a financial advisor and CFP® professional, I strive to make a meaningful difference in my clients' lives and simplify what can be overwhelming in the world of finance. I work closely with individual investors, families and business owners to offer solutions-based advice in order for them to reach their financial goals.

Whether you're planning for retirement, saving for education or looking to protect the financial future of your legacy, we can work together to develop specific strategies and monitor your progress to help make sure you stay on track. I also partner with clients' accountants, attorneys, mortgage professionals...

Work History

  • Edward JonesOctober 2024 to Current
  • MFS Fund Distributors Inc.October 2016 to October 2024

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Colgate UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Pickleball
  • Hiking

Team Members

  • Elle Uchida
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* 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 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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