Edward Jones - Financial Advisor: Kelley Floyd
Why pick this one
Edward Jones - Financial Advisor: Kelley Floyd holds the SE-AWMA® certification and focuses on professional athletes, NIL, and college athlete wealth planning.
Best for
- Professional athletes seeking wealth management
- NIL and college athletes needing financial planning
- Families seeking intergenerational planning
- Clients planning retirement income strategies
- Clients with $250,000 or more to invest
- Individuals planning charitable giving
Look elsewhere if
- Individuals planning to invest less than $250,000
Specialties
- Intergenerational planning
- Professional athlete wealth management
- NIL and college athlete financial planning
- Wealth strategies
- Retirement income strategies
- Charitable giving
Certifications
- Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Accepting new clients with $250,000 or more to invest
- SE-AWMA® certification focused on sports and entertainment wealth management
- Listed focus areas include professional athletes and NIL and college athletes
- Offers web conferencing
- Located at 1200 Ridgefield Blvd Ste 230 in Asheville, North Carolina
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 141 Asheland Ave Ste 201, Asheville, NC 28801
- Phone
- 8282363220
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelley.floyd@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Charitable giving planning
- Investment account opening
- Financial strategy reviews
- Major financial event planning