About Edward Jones : Kelly J Shultz
Kelly J. Shultz is a financial advisor affiliated with Edward Jones. She has built her professional identity around personalized client relationships, financial guidance, and helping individuals work toward their long-term financial goals. She has an established professional presence and emphasizes understanding clients' individual circumstances and priorities. Her background and approach reflect a focus on building lasting relationships and providing thoughtful financial guidance.
Services
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection Bonds CDs And Other Fixed-Income Investments Mutual Funds Exchange-Traded Funds Unit Investment Trusts Donor Advised Funds Wealth Strategies Trust Company Edward Jones Ventures Insurance And Annuities Solutions For Business OwnersReviews
Kelly has an amazing business acumen. I referred my husband‘s aunt to see her and she has spent tireless hours working to figure out the mess of a financial situation we’re dealing with. She has an extreme patience dealing with our aunt that has memory issues. She’s gone above and beyond what any other financial advisor I’ve ever seen do by helping us recover thousands in unclaimed property from the state. I’m in the process of referring my whole family to her because of the amazing job she does. You can’t buy trust and Kelly has proven herself time after time. I highly recommend choosing Kelly as your financial advisor!