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Kelly Wealth Management Team

(919) 489-8111
3100 Tower Blvd, Suite 1615, Durham, North Carolina, 27707

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 4:00pm
Saturday -
Sunday -

Note: Web Conferencing

About us

Client care is one of the most rewarding aspects of our work as a team at Edward Jones. We seek to form deep relationships with our clients, which affords us the opportunity to help them define their own financial success, visualize and plan for long-term generational wealth, and prepare for life's inevitable transitions. We offer a client-first approach, combined with innovative technology and partnerships with our clients' trusted legal and tax professionals. This combination helps our clients to develop a sense of ease and security that comes with financial confidence. Our team looks forward to earning your trust and working with you and your family to help meet your wealth-building goals.

Learn more about IRAs on our official site!

Languages English
Specialties 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Products Financial Advisor
Services Financial Advising, Investment Management, Investment Funds, Stock Broker
Video https://www.youtube.com/watch?v=aTKQvJKot_c

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