Kelly J Shultz
KELLY J SHULTZ
Pronouns: she/her
As a Financial Advisor with Edward Jones, Kelly brings extensive industry experience, a deep understanding of financial markets, and a strong passion for helping clients achieve their financial goals. Kelly adopts a personalized approach with each client, working closely to understand their unique needs and developing a customized investment strategy. Whether you're saving for retirement, preparing your estate or pursuing another financial milestone, Kelly is committed to providing the guidance and support you need to help achieve your dreams.
As a child, Kelly learned the value of paying yourself first and establishing a legacy for generational wealth transfer from her father and grandfather. Watching the sacrifices they made while scraping money together to buy stocks, Kelly became driven to educate families on achieving similar financial success.
VIRTUAL AND IN-PERSON SERVICES
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Description: Working closely with you and your CPA, attorney and other professionals, Kelly can help determine the most appropriate financial strategy for you and your family. Kelly’s areas of focus include:
- Trust and Estate Considerations
- Tax Conscious Investing
- Retirement Planning
- LGBT Goals
- Women Centered FinancesAccess: Virtual or in-person
Price: Varies based on service
CONTACT KELLY J SHULTZ
Working with Kelly offers a unique blend of extensive industry experience, in-depth knowledge of financial markets, and a genuine passion for helping clients meet their financial goals. Kelly's approach is highly personalized;she dedicates time to understand each client’s specific needs, crafting investment strategies that are tailored to individual objectives, whether it's saving for retirement, estate planning, or reaching other financial milestones. Her commitment to providing thorough guidance and support is rooted in the lessons learned from her father and grandfather about the importance of financial wisdom and legacy building. This personal connection to financial planning drives Kelly to help families achieve their own success, making her an ideal partner for anyone looking to secure their financial future.
