portrait of Kelli R Wood

About Kelli

Since I was 15 years old, I knew I wanted to play an integral role in helping people in my community achieve their life goals. We all have a different relationship with money, and helping you understand how that relationship relates to what's most important to you is my passion.

Prior to starting my career with Edward Jones in 2009, I attended Southern Illinois University (SIU) and graduated summa cum laude with a degree in finance and also obtained my MBA with a specialization in finance. I am a member of Alpha Kappa Psi and was the 2009 SIU College...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Southern IL Univ CarbondaleMaster of Business Admin
  • Southern IL Univ CarbondaleBachelors

Team Members

  • Amy Otto
    Registered Branch Associate
  • Hope Holderfield
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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