portrait of Kelli R Wood
FINANCIAL ADVISOR

Kelli R Wood

CFP®, ChFC®
CallSend Me a Message

Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

Team Members

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

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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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