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

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

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.

Business activities & affiliations

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

Belva E

Series 66

Asheville, NC

Merrill

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill Lynch in 2021 as a Client Associate following a 21-year career in banking management. In 2024, Belva transitioned to the role of Financial Advisor, working alongside longtime colleague Susan Sorrells. Belva’s expertise includes personal retirement planning, women and wealth, and retirement income. She utilizes her extensive experience in banking and wealth management to assist clients in achieving their financial goals, whether that involves education funding, purchasing vacation homes, addressing family needs, or securing retirement. She emphasizes building strong client relationships through attentive listening and understanding unique family circumstances, helping clients expand their financial knowledge for informed decision-making. Belva earned her bachelor’s degree from the University of North Carolina System. She resides in Waynesville, North Carolina, with her husband, Josh, their son, Tyler, daughter, Elisabeth, and their Boston terrier, Champ. Active in her community, Belva is involved with her local church and volunteers with the Tuscola Athletic Club. She has also served on the Waynesville Rotary Board as treasurer and president-elect. Outside of work, she enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

General retirement planning Retirement income strategy Wealth management Women Professionals

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
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