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portrait of Carrie A Kelly
FINANCIAL ADVISOR

Carrie A Kelly

23330 Cottonwood Parkway, Suite 323, California, MD 20619opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Carrie

Throughout my life, helping others has been an integral part of who I am. I chose a career with Edward Jones because of their culture of caring for others and the strong sense of belonging I feel. I became a limited partner in the firm in 2014. I am passionate about helping clients understand what's important to them, create personalized strategies to reach their goals and partnering with them to stay on track. I believe I can make a difference in the lives of families in my community.

My family and faith are the center of my happiness and the key...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Charitable Giving

Work History

  • Edward JonesOctober 2010 to Current

Personal Interests

  • Spending Time with Family
  • Skiing
  • Baseball
  • Reading

Team Members

  • Sue Denton
    Sr. Branch Office Administrator
  • Samantha Farbizio
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(240) 237-8723

Fax

(866) 322-7571

Office Address

23330 Cottonwood Parkway
Suite 323
California, MD 20619opens in a new window

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