Kelli Wood, Financial Advisor

Financial Advisor
Kelli R Wood

MBA, CFP®, ChFC®, AFFP®
120 N Main St, Anna, IL 62906opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AFFP®

    Agriculture Focused Financial Planning™

Team Members

  • Amy Otto
    Registered Branch Associate
  • Hope Holderfield
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat By Appointment Only
Sun Closed

Phone

(618) 833-4685

Fax

(855) 572-2092

Office Address

120 N Main St
Anna, IL 62906opens in a new window

Mailing address

P O Box 37
Anna, IL 62906

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