As an Edward Jones financial advisor, I take a personal approach to investing and seek to serve the long-term investor. Whether you have been investing for years or are new to investing, we will work together to establish personalized financial strategies to help meet your long-term financial goals. I work with my clients to understand what's most important to them, whether it's saving for retirement, saving for education for children or grandchildren, saving for a big purchase or leaving a legacy.
I began my Edward Jones career in 2014 in Naperville, IL. Since joining Edward Jones, I have earned both my CFP® certification and AAMS® designation. I am a mom of three young kids, so I understand the importance of providing a solid financial future for your family. I enjoy spending time with family and friends, cooking, reading and staying active.
Customer service is a top priority in our office. My branch office administrator, Trudy Moore, and I partner together to help ensure your financial strategy is on track while providing the highest level of service possible.
Please call or email us with questions. We look forward to partnering with you to help you reach your financial goals.
Phone NumberKaylee M Phalon at (630) 637-0265
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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