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portrait of Marie O'Riordan Kelly
FINANCIAL ADVISOR

Marie O'Riordan Kelly

AAMS™
138 Franklin Street, Quincy, MA 02169opens in a new window
CallSend Me a Message

About Marie

Investing in Your Future, Together

Ever since my mother taught me the value of fiscal responsibility (opening a bank account to save for a house when I was 16) I have always had a keen interest in finance. I studied financial planning at Boston University. Now, having worked at Edward Jones for almost 20 years, I have seen firsthand what disciplined saving and investing can accomplish.

One piece of advice that I received in my training at our headquarters that I have never forgotten is that we would be successful if we always treated our clients like they were our parents....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2003 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Boston UniversityCertificate
  • Univ of Massachusetts, BostonBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Community Outreach
  • Traveling
  • Yoga

Team Members

  • Clare Mazza
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(617) 639-0327

Fax

(877) 291-2452

Office Address

138 Franklin Street
Quincy, MA 02169opens in a new window

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