Edward Jones - Kelley Floyd

About

Building strong relationships and trust is at the core of our practice. We believe that meeting face to face — whether in person or via Zoom — helps us truly understand what matters most to you. Our team is dedicated to helping individuals, families and business owners navigate financial complexity with confidence. By learning your goals and priorities, we develop tailored financial strategies designed to keep you aligned for the future. I offer comprehensive financial planning and work closely with clients with comprehensive planning needs to create individualized and highly personalized plans designed around their needs, goals and long-term vision.

I hold the SE-AWMA® designation and work closely with professional and collegiate athletes, helping them capitalize on their success on the field by creating strategies that support long-term financial success off the field. I also partner with many business owners, providing guidance for their financial strategies and helping manage their retirement plans.

Prior to joining Edward Jones, I earned my bachelor’s degree in business administration with a concentration in finance from the University of Alabama. In our office, I am supported by my branch office administrator, Macy Austin, who works closely with our clients to ensure they receive exceptional care and attention. As your dedicated financial team, we are committed to providing a high level of personalized and exceptional service. We also collaborate with your tax professional, attorney and other trusted partners to help ensure you’re making informed decisions through every phase of life.

My husband, Ken, and I have three wonderful children who keep us on the go with baseball, softball, tennis, musicals, football, Boy Scouts and Girl Scouts. When we’re not cheering from the sidelines or supporting their activities, we enjoy spending time with our dogs and traveling together. I also serve on the Holly Jolly Committee for the Black Mountain Swannanoa Chamber of Commerce, which allows me to stay connected to and support our local community.

We consider our clients to be part of our extended family and would love for you to join our growing community. Give us a call or stop by the office — we look forward to helping you begin your financial journey.