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portrait of Kelli M Brack
FINANCIAL ADVISOR

Kelli M Brack

Atriums At Greentree, 751 Rt 73 North Suite 8, Marlton, NJ 08053opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Kelli

Financial Advisor / Planning for Retirement / Business Ownership Guidance / Preparing for the Unexpected

I joined Edward Jones with the goal of inspiring investment confidence for individuals and their families, but especially for women. Lack of confidence is a common reason that women give for not taking control of their financial future at a much earlier age. Ensuring investors have the education they need to help gain financial freedom has been a passion of mine for many years. And it is never too soon to get started!

Success looks different for each of us. Speaking with families, individuals and business owners...

Focus Areas

  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2016 to Current

Education

  • Miami University OxfordBachelor of Arts

Team Members

  • Linda DeMarco
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(856) 336-2342

Fax

(888) 825-6875

Office Address

Atriums At Greentree
751 Rt 73 North Suite 8
Marlton, NJ 08053opens in a new window

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