portrait of Kathy L Pullam

About Kathy

I joined Edward Jones in January 2019 after a 30-year career in banking, where I served in several roles ranging from front line staff to management. The driving force behind this change was that my position no longer allowed me to interact with clients and build relationships. I missed that opportunity and am so happy that I made the change.

I grew up in Cherry, IL, and my husband and I raised our four children there. Being part of a small community, relationships have always been very important to me.

I enjoy working with clients of all ages. As the mother of...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Running
  • Spending Time with Family
  • Yoga
  • Sustainability

Team Members

  • Stephanie Williams
    Branch Office Administrator
    FPQP®

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 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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