When I graduated from high school, I had no idea of who or what I wanted to become. That ultimately led me to enlist in the US Navy, where I served three years active duty aboard the USS Monticello and an additional three years active reserves while attending college.
My time in the military taught me many lessons on the values of discipline, service to others and the commitment to excellence.
While attending college, I met my bride-to-be, Lisa, who I later followed down the Northway toward her hometown of Hudson Falls, which is how I found myself living in this area! We have two amazing adult daughters who have followed their hearts and dreams into careers focused on helping other people.
During my 18-plus years at Edward Jones, I've found that I add the most value to individuals, families and businesses who want to partner with a real person (not a computer), who desire personalized retirement strategies or have complex financial needs and want someone who will partner with them for the rest of their lives to help keep them on track.
My Branch Office Administrator, Cathy, and I believe in treating people by the Golden Rule: Treat others as you wish to be treated.
When I'm not in the office or spending time with my family, I can usually be found hiking, kayaking, playing golf or attending a community function or live music event.
I look forward to talking with you.
Focus areas
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Charitable Giving
- Military Professionals & Veterans
- Socially Conscious Investing
Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Charitable Giving
- Military Professionals & Veterans
- Socially Conscious Investing
My Personal Interests
- Hiking
- Community Outreach
- Reading
- Golfing
- Music
Personal Interests
- Hiking
- Community Outreach
- Reading
- Golfing
- Music
Office Information
Mailing Address
P O Box 1264South Glens Falls, NY 12803
Phone Number
Joseph E Kelly at (518) 745-0313Branch Team
- Cathy Parry
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:30PM |
Monday | 08:00AM - 05:30PM |
Tue | 08:00AM - 05:30PM |
Tuesday | 08:00AM - 05:30PM |
Wed | 08:00AM - 05:30PM |
Wednesday | 08:00AM - 05:30PM |
Thu | 08:00AM - 05:30PM |
Thursday | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Friday | 08:00AM - 05:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:30PM |
Monday | 08:00AM - 05:30PM |
Tue | 08:00AM - 05:30PM |
Tuesday | 08:00AM - 05:30PM |
Wed | 08:00AM - 05:30PM |
Wednesday | 08:00AM - 05:30PM |
Thu | 08:00AM - 05:30PM |
Thursday | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Friday | 08:00AM - 05:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Cathy Parry
- Sr. Branch Office Administrator
Branch Team
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