Shelley Kennedy

Financial Advisor | Wealth Strategies | Personalized Strategies | Tailored Solutions

Role: Financial Advisor at Edward Jones
Location: Kennewick, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shelley Kennedy

If you think Edward Jones is just like every other large investment firm, think again. At…

Experience

Financial Advisor
Edward Jones
Feb 2002 — Present
A Financial Advisor with extensive experience, dedicated to helping my clients reach and maintain their ideal retirement lifestyle.

Skills

Life Insurance
Annuities
Common Stocks
Investor Education Programs
Traditional Ira
Long Term Care Insurance
Retirement Planning
Sep Ira
Portfolio and Retirement Plan Reviews
Estate Planning
401(K)S
Estate Considerations
Uniform Combined State Law
Roth Ira
Simple Ira
Portfolio Management
Mutual Funds
Saving for Education
Education Savings
Fixed Annuities

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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