Work History
Edward Jones
Edward JonesMay 2010 to Current
About Kelly
My first experience with investments was listening to my granddad talk finance with family and say, "I need to call my Jones guy." He meant Edward Jones.
He passed on in 2009, and I began at Edward Jones in 2010. I have found my purpose "as a Jones guy," helping families navigate the unique circumstances that make up their financial picture.
We are "half-backs." My husband, David and I, grew up in the Midwest. We both moved to Florida, where we met, had four children, and finally found home in Cleveland, TN. Our extended family has followed us here. We are...
He passed on in 2009, and I began at Edward Jones in 2010. I have found my purpose "as a Jones guy," helping families navigate the unique circumstances that make up their financial picture.
We are "half-backs." My husband, David and I, grew up in the Midwest. We both moved to Florida, where we met, had four children, and finally found home in Cleveland, TN. Our extended family has followed us here. We are...
Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Insurance & Annuities
Work History
Edward Jones
Edward JonesMay 2010 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Florida Atlantic University
Florida Atlantic UniversityBachelor of Education
Education
Florida Atlantic University
Florida Atlantic UniversityBachelor of Education
Personal Interests
- Spending Time with Family
- Volunteering
- Gardening
- Crafts
- History and Museums
Team Members
Kristy OgleSr. Branch Office AdministratorFPQP®
Shannon PetersenBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
ClevelandFor 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.
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