Kelly Cross is a financial advisor at Edward Jones who specializes in assisting small businesses, families, and individuals with comprehensive financial strategies. She has a strong managerial background in service delivery, having previously worked at DaVita Kidney Care, Wipro, SunGard Availability Services, and Qwest.

Kelly has honed her skills in risk assessment, investment advising, and client education through years of practical experience. She values building lasting relationships with her clients that are based on trust and transparency. Her approach to financial planning starts with a deep understanding of her clients' priorities, and she tailors her recommendations to meet their unique needs and risk preferences.

Kelly has a passion for helping her clients reach their financial goals by providing customized advice, effective investment strategies, and long-term guidance. She is committed to providing exceptional service to her clients and works collaboratively with other professionals, including CPAs, estate planning attorneys, and life insurance specialists, to ensure a comprehensive approach to financial planning.