Financial Advisor / Planning for Retirement / Business Ownership Guidance / Preparing for the Unexpected
I joined Edward Jones with the goal of inspiring investment confidence for individuals and their families, but especially for women. Lack of confidence is a common reason that women give for not taking control of their financial future at a much earlier age. Ensuring investors have the education they need to help gain financial freedom has been a passion of mine for many years. And it is never too soon to get started!
Success looks different for each of us. Speaking with families, individuals and business owners about their personal goals for a successful future is essential to set them on the right path. I help my clients develop a strategy for their wealth, evaluating their short- and long-term goals, their estate strategy and the protection of their assets for their loved ones. I work with men and women through their successful transitions with new employment, starting a business, purchasing homes, retirement and growing families, as well as caring for them during life's challenges. The last two years have shown us how important it is to have a plan in place for every contingency.
I am very proud to have opened my office in the community where I live, where I am raising my family and where I volunteer in support of causes that are important to me. I volunteer and coach with Special Olympics of New Jersey; work with the Marlton Food Bank; support new businesses with the Marlton and Voorhees Business Associations; Walk to End Alzheimer's each year; and jump in the ocean every February for the Polar Plunge. I have lived in many different places around the world, but I am so proud to call South Jersey my home for the past 22 years. I know all of my clients personally – you will never be just the last four digits of your social security number. When you call the office, you will speak directly to my branch office administrator, Linda DeMarco, or to myself. Personal connection is a vital part of my practice. Stop in and see us!
It is my top priority to provide an excellent client experience. Please contact me to discuss your unique situation today!
Phone NumberKelli M Brack at (856) 336-2342
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