At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace
I have a passion for helping those who feel fearful of investments to feel empowered by the way it all works. I focus on helping my clients understand the investment world in terms they can understand. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I strive to make sure my clients feel heard and understood, and treat every person with respect and sincere interest in your story and goals for the future.
By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well. Regardless of whether the need is complex wealth strategies, estate considerations, saving for a child's education, preparing for retirement, living in retirement or just starting to save, I am here to help.
My own story includes my wonderful husband, Michael, our outgoing son, Jordan, and our mischievous lab, Remy. We have learned that time with family is the most important thing. Whether at the ball field/court playing sports, in the outdoors exploring nature or at home watching a movie, we simply just enjoy "doing life together" as a family. My career at Edward Jones began in 2016 as a branch office administrator, and I transitioned into the financial advisor role in 2021. I strive each day to provide the most ideal client experience I possibly can. I am so fortunate to be able to serve the community in which I grew up in and care deeply for, and I am eager to help more people. Thank you for taking the time to know me and my family better. Know that I will treat your family as my own and keep your best interest at heart.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
- Estate & Legacy Strategies
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- College Savings
- Estate & Legacy Strategies
- Business Retirement Plans
Office Information
Phone Number
Kelli Wierzbicki at (334) 688-2099Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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