Edward Jones - Financial Advisor: Kelly D Connel, CFP®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Kelly Connel is a Certified Financial Planner (CFP®) and financial advisor based in Rockwall, Texas. She provides personalized financial planning and investment guidance to clients in the local area. Kelly specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to understand and align with her clients' financial goals.

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