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Kelsey Burgett, Financial Advisor

FINANCIAL ADVISOR
Kelsey M Burgett

AAMS™
116 N Miller Dr #A, Sunbury, OH 43074opens in a new window
CallSend Me a Message

Focus Areas

  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving

About Kelsey

Growing up as a daughter of an Edward Jones financial advisor and currently in my own career as a financial advisor, I have seen firsthand for years how financial strategies can affect families now and for generations. Being a fellow Big Walnut Alumnus, I always knew I wanted to serve the clients in this community.

When we meet in person or virtually, my primary goal is to first understand what is most important to you. Then, we partner with you to develop a personal investment strategy geared toward those goals.

I started serving clients in Sunbury, Ohio, in 2010 and...

Work History

  • Edward JonesJuly 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ohio State Univ-ColumbusBachelor of Business Admin

Personal Interests

  • Cooking
  • Traveling
  • Spending Time with Family
  • Football
  • Golfing

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

Additional Hours

  • Web Conferencing

Phone

(740) 936-0778

Fax

(844) 738-1758

Office Address

116 N Miller Dr #A
Sunbury, OH 43074opens in a new window

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