Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®

Services Offered

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

About

Kelly R Wilson is a Certified Financial Planner (CFP®) and financial advisor based in Auburn, Alabama. She provides personalized financial planning and investment guidance to clients in the local community. 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 consultations to understand her clients' unique financial goals and needs.

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