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Kelly C

CFP®, Series 66

Rockwall, TX

Edward Jones

Kelly Connel is a financial advisor at Edward Jones in Rockwall, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. Connel has worked exclusively with Edward Jones since 2016. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Military & Veterans Women Professionals Women's Finance Values-based investing
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Jennifer O

Series 66

Rockwall, TX

Edward Jones

Jennifer Owens is a Series 66 licensed financial advisor at Edward Jones in Rockwall, TX, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bare Dermatology and Arbor Diagnostics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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