Edie L Kelly began her career in the financial services industry as a managing editor with Standard and Poor’s. She joined Edward Jones as a Financial Advisor in February 2010 and began her own wealth management practice in April 2016. Located in Princeton, NJ, Edie provides personal investment advisory services to clients in Princeton and surrounding communities.
She takes the time to develop long-term relationships with clients and their families and helps them identify, prioritize and pursue their long-term financial goals.
Edie has over 17 years of experience in investment management and financial services. Helping people, whether it’s planning for retirement or college expenses, is truly Edie’s passion. In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
A New York native, Kelly attended Baruch College – Zicklin School of Business where she earned her bachelor’s of business administration graduating with honors and attained a master’s degree in management from the New Jersey Institute of Technology graduating summa cum laude.
An active member of the greater Princeton community, she is currently an ambassador for the Regional Chamber of Commerce, a member of the Junior League of Greater Princeton, the Present Day Club, and The Nassau Club. In addition, she is a mentor for SCORE, providing business education and mentoring to small business owners. She regularly shares her expertise with women, lecturing on financial fundamentals at HomeFront and Dress for Success’s Women in Transition Program. She is also a frequent speaker at the Princeton Senior Resource Center where she shares practical information on all topics of financial services. Additionally, for over 15 years, Edie served as a Girl Scout leader helping girls achieve their Gold Award.
When she is not working with her clients, Edie enjoys spending time with her family – her husband and twin daughters. Her daughters followed their mother into the financial services industry. Together they enjoy international travel and cooking together.