My relationship with Edward Jones started as a client in 2001; I was delighted when I realized this firm was far different from the one which I had invested with previously. In 2005, I began my career here as a financial advisor and in 16 years, I have never looked back. Every day, I continue to be inspired by the people I'm privileged to serve.
In 2006, Kelley Burns joined the team as Branch Office Administrator and has since earned the designation of Sr. Branch Office Administrator. Together, we have created a practice dedicated to serving the needs of our clients and providing the highest caliber of client service.
Whether you're planning for retirement, saving for education for children or grandchildren, or simply trying to protect your financial legacy, I want to understand what's most important to you. I use an established process to develop personalized strategies to help you reach your goals. We will partner together throughout your life, monitor your progress and make adjustments when appropriate to help ensure you stay on track.
And we're not alone. Thousands of home office associates with advanced technology support my branch so we can help ensure you receive the most current information and advice. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages all areas of our expertise to help you achieve your financial goals.
Originally from Connecticut, my family relocated to South Florida during my high school years. I received my bachelor's degree and MBA, both in finance, from University of Miami. I also hold the AAMS® professional designation.
Since joining the firm, I have helped fellow financial advisors by volunteering in numerous roles, including client solutions leader, recruiting leader, field trainer and mentor.
On a personal note, I am married to my husband, Blake, for nearly 20 years, and enjoy cooking, reading, travel and exercise.
- Wealth Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberSally S Stahl at (561) 748-7600
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