Skip to Main Content
portrait of Anne-Marie Kelley
FINANCIAL ADVISOR

Anne-Marie Kelley

1161 Main St Suite 1, Holden, MA 01520opens in a new window
CallSend Me a Message

About Anne-Marie

When it comes to investing their money and planning their financial futures, some women hesitate to make a move.

Their fear of doing the wrong thing keeps them frozen in time – not a forward-thinking place to be if they want their portfolio to grow over time.

I typically work with high-achieving women who no longer want to (or have time to) do it all.

They have demanding careers and have accumulated assets. Some are moms, and knowing what to do with their money is not their area of expertise...

Understanding investing takes a lot of time, research and focus – time that...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Employee Stock Options

Work History

  • Edward JonesMay 2016 to Current

Education

  • Fitchburg State UniversityBachelor of Science

Personal Interests

  • Traveling
  • Gardening
  • Health & Nutrition
  • Podcasts
  • Baking

Team Members

  • Leslie Blair
    Sr. Branch Office Administrator
  • Ellen Santimaw
    Sr. Branch Office Administrator

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 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(508) 210-3304

Fax

(844) 800-9404

Office Address

1161 Main St Suite 1
Holden, MA 01520opens 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