Edward Jones - Financial Advisor: Kelli R Wood, CFP®|ChFC®|AFFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Kelli Wood is a Certified Financial Planner (CFP®) and financial advisor based in Anna, Illinois, affiliated with Edward Jones. She provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Kelli emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

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