Edward Jones-Financial Advisor: Kari Kennedy

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Edward Jones-Financial Advisor: Kari Kennedy Helping people make smart financial decisions through every stage of life, from homeownership to retirement and major life transitions.

Financial Advisor with Edward Jones in Burlington, WA. Pursuing CDFA® designation.

11/03/2026

Extiendo una sincera gratitud a aquellos que desinteresadamente brindan atención y apoyo a sus seres queridos. Si te estás embarcando en el recorrido de asistencia financiera, tenemos una guía maravillosa para guiarte a través del proceso.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4zq6Y5Q

I am extending heartfelt gratitude to those who selflessly provide care and support to their loved ones. If you are embarking on the journey of financial caregiving, we have wonderful guidance to help usher you through the process.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4AbEay4

Learn more about the responsibilities of caring for another person's financial wellbeing.

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
11/01/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4ii6qZJ

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/30/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Tanto si eres nuevo en el mundo laboral como si tienes años de experiencia, es importante establecer y mantener hábitos ...
10/28/2026

Tanto si eres nuevo en el mundo laboral como si tienes años de experiencia, es importante establecer y mantener hábitos que te apoyen en tu recorrido financiero. Asegúrate de considerar todos tus beneficios.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4it2Vyt

Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4ex6TF6

Financial Fitness begins with your first paycheck

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the...
10/28/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/27/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3TXYlAf


A summary of last week's market highlights and economic news.

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/25/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/23/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Address

760 S Burlington Boulevard
Burlington, WA

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 10am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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