Kelly D Mahmoud

As a financial advisor, I am committed to understanding my clients’ values, goals and needs. My top priority is to listen to each person’s story. Every client is unique, and I approach every situation by learning what is important to the client, the family and the business so that I can provide tailored advice. Once a foundation is set, I continue to partner with clients using an established process to help stay on track. I am licensed in many states and offer a variety of financial advice, from retirement planning and college savings to preparing for the unexpected.

When clients call the office, a human answers the phone. Katherine Zoller, my senior branch office administrator, has been with the firm for seven years and is dedicated to providing superior client service. Katherine and I often team up with the personal CPA, attorney and other trusted professionals of clients in order to provide the most thoughtful and vetted advice. Because we strive to work with clients as their holistic financial advisor, we do not accept new clients unless we have the capacity to serve them properly.

In addition to my role as a financial advisor, I am a wife and mother. My husband of 25 years is named Basil and our three children are Madeleine, Charlotte and Samuel. I have lived in Austin since 1973 and contribute to the community as the treasurer of the Women’s Symphony League of Austin, president of the UT Zeta Tau Alpha House Board and the chair of the Finance Resource Committee at our church. I was graduated from The University of Texas at Austin (Hook ‘em!) with a BBA in finance in 1992. With 28 years of financial services experience, I have been with Edward Jones since 2004.

Partnering with a financial advisor to help you with your financial future is a deeply personal and important decision. Please contact our office to start a conversation today.