Edward Jones - Financial Advisor: Kerry Luellen, CFP®

Services Offered

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

About

Kerry Luellen is a Certified Financial Planner (CFP®) and financial advisor based in Apopka, Florida. He provides a range of financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Kerry emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized financial advice to help them achieve their long-term financial objectives.

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