Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™
Why pick this one
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ is a Durham advisor with CFP®, CEPA®, and CRPC™ certifications serving retirement, estate, and business-owner planning needs.
Best for
- retirement income planning
- estate and legacy planning
- entrepreneurs and business owners seeking exit planning
- divorce-related financial planning
- charitable giving strategies
- clients seeking a financial advisor in Durham
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- divorce finances
- entrepreneur and business-owner planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Chartered Retirement Planning Counselor™
What makes them different
- Julie G Kelly holds CFP®, CEPA®, and CRPC™ certifications
- The practice lists retirement income, estate and legacy, charitable giving, divorce finance, and entrepreneur and business-owner focus areas
- Associate Financial Advisor Kelby Watson holds CFP® certification
- The Durham office has weekday hours and accepts introductory consultation requests
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 3100 Tower Blvd, Suite 1615, Durham, NC 27707
- Phone
- 9194898111
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- julie.kelly@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- charitable giving planning
- divorce financial planning
- business-owner financial planning
- introductory consultations
- current strategy reviews
- account opening
- major financial event support