As a financial advisor, helping my clients plan for and navigate life's many transitions is what drives my professional investment philosophy. I consider it my responsibility not only to help them make sound investment decisions, but to also be prepared for life's welcome, and sometimes not so welcome, surprises.
I spend time getting to know each of my clients, learning about their goals and discovering what is truly important to them. With this information in hand, together we devise a strategy and create a portfolio of investments that is capable of withstanding the inevitable fluctuations of the financial markets. Knowing that the world of investing can be daunting for some, it is important for me to communicate complex ideas in a way that makes sense to each individual investor.
My branch office administrator and business partner, Jill Endicott, has been with Edward Jones for nearly 15 years, and is dedicated to meeting our clients' needs and ensuring the highest level of satisfaction with our service.
As a native to Southern Oregon and a graduate of the University of Oregon School of Business, I must admit that I bleed green and yellow. In my spare time, I can be found spending quality time with my husband and our three busy children, taking long walks together with our lazy and loveable lab, working on my latest concoction in the kitchen while enjoying a nice glass of wine, or cheering on the Ducks football team as they fight to win their first national championship.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Special Needs Financial Considerations
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberKelley A Witters at (541) 479-9660
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:00AM - 03:30PM|
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