Edward Jones - Financial Advisor: Kelley Floyd, SE-AWMA®
Financial Advising
Why pick this one
Kelley Floyd focuses on professional athletes, NIL and college athletes, and retirement income strategies for clients with $250,000 plus.
Best for
- professional athletes seeking wealth management
- NIL and college athletes needing financial planning
- intergenerational wealth planning
- retirement income strategies
- charitable giving strategies
- clients planning to invest $250,000 or more
Look elsewhere if
- planning to invest less than $250,000
Specialties
- intergenerational planning
- professional athlete wealth management
- NIL and college athlete planning
- retirement income strategies
- charitable giving
Certifications
- Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®)
What makes them different
- Focuses on professional athletes and NIL and college athletes
- Offers intergenerational planning and charitable giving
- Accepting new clients with $250,000 or more to invest
- Office-based financial advisor in Asheville, North Carolina
- Team includes Macy Austin, FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 1200 Ridgefield Blvd #230, Asheville, NC 28806
- Phone
- +18283480665
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelley.floyd@edwardjones.com
Services
- wealth strategies
- intergenerational planning
- retirement income planning
- charitable giving planning