I joined Edward Jones in 2008. I spent nearly 12 years in the corporate headquarters in St. Louis. I led our Annuity and Individual Retirement (IRA) product areas - and gained knowledge and experience in retirement savings, income strategies and how to help clients prepare for the unexpected. I also spent a year and a half recruiting experienced financial advisors. I am passionate about helping others achieve what is most important to them and I realized that I can best serve others by directly helping them as a financial advisor. When I was asked to relocate to Overland Park, KS in 2019 to fill an urgent need, my family and I immediately accepted the opportunity.
In my experience, I can say Edward Jones always puts the client first and makes decisions with the client's interests in mind. We've taken that approach since long before it was an industry requirement! I love this firm and the way they treat clients and associates like family.
I work with an amazing senior branch office administrator, Heather Bermudez, who joined Edward Jones in 2010. Together, we work with clients (individuals and businesses) to understand what is most important to them first and foremost. We use an established process to build tailored solutions to help clients achieve their goals. We partner with clients for life to monitor their strategies, adjust as needed and ensure they stay on track. Clients can expect a welcoming environment, frequent communication and the use of technology (online access, e-delivery, virtual or in-person strategy meetings) to drive their outcomes.
We love to host educational seminars and events open to clients and their friends and family. We also support a number of local organizations, including the Alzheimer's Association, and I serve on the Empowerment Board of Veronica's Voice and the Board of Aureus.
Call us today to schedule a no-obligation consultation.
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- College Savings
My Personal Interests
- Personal Fitness
- Art & Theater
Phone NumberKelly A Tate at (913) 283-9804
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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