Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™

Services Offered

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

About

Kelly Morgan is a Certified Financial Planner (CFP®) and financial advisor based in Beaverton, Oregon. She provides personalized financial planning and investment guidance to clients in the local area. Kelly specializes in retirement planning, education savings strategies, and tax-efficient investing. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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