As a gerontologist turned financial advisor, I know firsthand from my professional background what it is like to receive poor and ill-natured financial advice. It is something that can ruin a lifetime of hard work. Because of this, I have made it my mission to provide my clients with guidance to help them achieve their financial goals.
My first experience with Edward Jones was in 2016 when I was a client. What drew me to a career here was the culture and environment they created for their clients and their employees. Now, I serve my neighbors in the communities of Shavano Park and San Antonio.
I grew up in Colorado and moved to Oklahoma for college. I graduated from Oklahoma Christian University with a bachelor's degree in youth ministry and hold my master's degree in gerontology (the study of aging) from the University of Central Oklahoma. I am a proud member of the Rotary Club and take joy in being active in my church congregation. My husband's military career brought us to San Antonio in 2015. We have two children and a Dachshund. A few fun facts are that I speak French and German.
Whether you're planning for retirement, currently retired or have something specific you're saving for, my job is to help you navigate this process. Together we will partner with your CPA, estate planning attorney and other trusted professionals to deliver a comprehensive strategy. This strategy will help align your investment decisions with your long-term goals.
At Edward Jones, we use an established process to help you build personalized strategies to help you reach your goals. It all starts with a conversation. So, let's talk!
- Military Professionals & Veterans
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberKelly M Finley at (210) 545-3928
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