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Kelley F

Series 66

Asheville, NC

Edward Jones

Kelley Floyd is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kelley worked in various roles within the mortgage and lending sectors. Outside of advising, Kelley and her husband are involved in hospitality through ownership of a historic inn, with her husband managing the day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, backed by a large network of financial advisors and branch offices, and provides comprehensive services including tax-efficient investing and trust capabilities.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Professional Athlete
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Ryan W

CFP®, ChFC®, Series 66

Asheville, NC

Edward Jones

Ryan Watkins is a financial advisor at Edward Jones with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, Watkins worked at Stryker Corporation for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Keith M

Series 66

Asheville, NC

Edward Jones

Keith Moore is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Glatfelter Industries and UPM Raflatac for a combined 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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David M

CFP®, Series 66

Asheville, NC

Edward Jones

David Matz is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Asheville, NC, he holds the Series 66 designation. Outside of his advisory role, he manages multiple rental properties in the Asheville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive LGBTQIA
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Gregory O

Series 66

Asheville, NC

Edward Jones

Gregory O'Neal is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in healthcare and education sectors, including roles at South College and Healthpro Heritage LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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