Kelly A. Tate, CFP, ChFC, CLU

Edward Jones 

I have experienced the Edward Jones culture as a client and as a colleague since 2008. I am constantly in awe of the firm's commitment to putting clients first and enabling branch teams to deliver the personalized service our clients deserve.

Throughout my career at Edward Jones, I have held various leadership roles in the corporate headquarters in St. Louis, leading teams responsible for retirement income and savings as well as recruiting experienced advisors from other firms to join us. I relocated to Overland Park in 2019 and have enjoyed leveraging my unique experience to directly serve clients in this…