Edward Jones - Financial Advisor: Kelly B Sherman, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Kelly B Sherman is a Certified Financial Planner (CFP®) and financial advisor based in Spotsylvania Courthouse, Virginia. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Kelly emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families looking to build long-term wealth and prepare for major life milestones.

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