Kelley Floyd

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Asheville, NC 28806

Credentials

Series 66

Industry experience

2 years

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management

Occupation focus

Professional Athlete

Work history

Edward Jones

2023 - Present (3 years)

Monte Vista Hotel

2023 - 2023 (1 year)

Hometown Lenders

2022 - 2023 (1 year)

Homeside Financial

2021 - 2021 (1 year)

Walton Funding, LLC

2018 - 2021 (3 years)

Bank of Little Rock Mortgage

2017 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

University of Alabama

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee

Stephen H

ChFC®, Series 63, Series 66

Asheville, NC

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced

Heather S

ChFC®, Series 66

Hendersonville, NC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Intergenerational Families Newlywed/Engaged

Robert R

Series 63, Series 65, Series 66

Asheville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance ESG / Sustainable investing Founder/Business Owner

Samuel G

Series 66

Swannanoa, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning LGBTQIA

Zachary C

Series 66

Hendersonville, NC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Religious/faith focused
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