Kelly Petersen, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

About Kelly

Prior to joining Edward Jones, I practiced as an attorney in the Chicagoland area for nearly a decade, focusing on the areas of estate planning, probate, adult guardianships and domestic relations. I often found myself working with families in transition, whether it was the death of a loved one or divorce. I prided myself on focusing on client education and communication, through which my clients came out of these transitional phases with confidence and purpose.

During my time as an attorney, I often worked as a team with clients and their financial advisors to develop estate plans, but ultimately, when the...

Work History

  • Edward JonesJuly 2021 to Current
  • Huck Bouma PCApril 2019 to June 2021

Education

  • DePaul UniversityJuris Doctor
  • Univ of Wisconsin - MadisonBachelor of Arts

Personal Interests

  • Cooking
  • Genealogy
  • History and Museums
  • Podcasts
  • Antiquing

Team Members

  • Joan Caldwell
    Sr. Branch Office Administrator
  • Susan Moon
    Sr. Branch Office Administrator
  • Renna Diamond
    Branch Office Administrator

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