Welcome, my name is Kelly.
As a native of Rockwall County and a military family, it is an honor to provide wealth strategies to our community. My service is holistic in nature. It focuses on the people and goals you care about most.
I serve families and business professionals to identify and manage risks, partner to preserve or increase wealth, identify tax considerations, fund education, create income for retirement and lastly, pursue philanthropic interests while addressing important estate and legacy considerations. It can seem overwhelming, but not with a professional by your side. In order to better serve my clients, I have earned my CFP® designation.
Your experiences and circumstances are unique. At Edward Jones, we integrate your goals with personalized solutions that meet your objectives now – and in the future – for those you love.
Our investment in technology allows you to track your goals and the choice of when and where to meet – office or online, as we monitor your goals together.
Family is my inspiration. My husband, Bill, retired SSG. Army, and I have five children, two which continue to serve. Our interests center on veterans, the DAV and our two precious grandchildren. Faith and service are central to us.
I can't do it alone. My branch administrator, Tisha Nisbett, has 21 years of customer experience. She is dedicated to providing you with the highest level of service possible. Married with one child, Julian, she is passionate about childhood autism and development.
As a student of learning, I am a graduate of Dallas Baptist University. As a member of the Noon Rockwall Rotary Club, I believe in the power of community.
Give us a call, request an appointment or stop by our office. You will feel heard, understood and a part of our family. We look forward to meeting you.
Kelly and Tisha
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- History and Museums
- Vintage Cars
Office Address1309 Ridge Rd Suite 100
Rockwall, TX 75087
Phone NumberKelly D Connel at (972) 722-7052
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