Kelly S Derer

Oftentimes people feel overwhelmed with all the tools and resources available and aren’t sure where to begin. As an Edward Jones financial advisor and CFP® professional, I create an individualized financial strategy that balances my client’s risk tolerance with their short- and long-term goals, to help them feel confident in their financial decisions and future. Whether you are new to investing, going through a life-changing event, or looking for a financial advisor who will truly care about you, I’m dedicated to partnering with you throughout your life to help keep you on track.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I grew up in the sunshine state of Florida, where I spent my childhood playing soccer and exploring beaches. After graduating from the University of Florida in 2004, I moved to the Northeast and eventually settled in the city by the sea, Long Beach, NY.

Since joining the firm, I’ve served as a mentor for new female advisors, as a recruiting leader in the New York Metro area, as well as a Women and Diverse Inclusion leader. To better serve my clients, I've earned the CERTIFIED FINANCIAL PLANNER ™ certification.

Outside of my role with Edward Jones, I serve my community as a board member for the Long Beach Chamber of Commerce and I'm a proud member of the Ladies Ancient Order of Hibernians.

Along with my branch office administrator, Keira Radin, we continuously strive to help our clients reach the financial goals that are most important to them. We welcome the opportunity to meet with you and learn more about your current situation.