Work History
Edward Jones
Edward JonesDecember 2017 to Current
FINANCIAL ADVISOR
Kelly M Akil
CFP®, CEPA®
6710 N Scottsdale Rd Suite 245, Scottsdale, AZ 85253opens in a new window
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Charitable Giving
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
About Kelly
Everything I do is for God's Glory.
Growth minded thinking and optimism are the only two things that I allow in my mind.
I focus on collaborating with executives, business owners and people who have a net worth of 5 million-plus and who are also growth minded and optimistic.
I am an advocate for charitable giving and skilled at strategizing on tax saving methods.
My one focus with clients is their ultimate goal!
As a child, I was raised around the concept of entrepreneurship and being a good steward of your money. My grandparents came from nothing. However, with hard work...
Growth minded thinking and optimism are the only two things that I allow in my mind.
I focus on collaborating with executives, business owners and people who have a net worth of 5 million-plus and who are also growth minded and optimistic.
I am an advocate for charitable giving and skilled at strategizing on tax saving methods.
My one focus with clients is their ultimate goal!
As a child, I was raised around the concept of entrepreneurship and being a good steward of your money. My grandparents came from nothing. However, with hard work...
Work History
Edward Jones
Edward JonesDecember 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®
Education
Univ of Central Florida
Univ of Central FloridaBachelor of Science
Education
Univ of Central Florida
Univ of Central FloridaBachelor of Science
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
ScottsdaleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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