Kaity Stuckert, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Sustainable investing
  • Teachers and Professors
  • Special Needs Financial Considerations
  • Divorce Finances
  • Charitable Giving

About Kaity

As an Edward Jones financial advisor, I work with women and families to help them achieve their life's goals and dreams — whether they include retirement, education planning, divorce or the loss of spouse, special needs considerations or sustainable investing. My greatest desire is to help my clients have financial clarity and confidence.

I began my career in nonprofit and public service, working for organizations that help low-income families experiencing food insecurity obtain healthy, nutritious food. After my second child was born, I shifted my career to financial services to marry my desire to serve others with a calling to provide...

Work History

  • Edward JonesNovember 2023 to Current
  • Merrill Lynch, Pierce, FennerJune 2018 to November 2023

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™
  • CSRIC®

    Chartered SRI Counselor™

Education

  • Eastern CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling
  • Sustainability

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 07:00PM
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

Additional Hours

  • Web Conferencing

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