Edward Jones - Financial Advisor: Julie Kelly

Edward Jones - Financial Advisor: Julie Kelly /*********/
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Helping business owners navigate complexity From growth opportunities to long-term planning, entrepreneurs can benefit f...
09/02/2026

Helping business owners navigate complexity

From growth opportunities to long-term planning, entrepreneurs can benefit from strategies tailored to their unique circumstances and goals. Together with Associate Financial Advisor Kelby Watson and the Kelly Wealth Management Team, I enjoy helping business owners align their financial decisions, business objectives and personal priorities.

Give me and my team a call at 919-489-8111 and let us help you create a strategy that works for your unique business needs. Feel free to leave a comment or question below — we’d love to connect with you and talk about what comes next!

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4cgKZoz

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/28/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4gKrkim

The office looks a little different today. Behind the scenes of our workday!
08/26/2026

The office looks a little different today. Behind the scenes of our workday!

Our growth isn’t just about adding space. It’s about creating more opportunities to serve clients well. At Kelly Wealth ...
08/26/2026

Our growth isn’t just about adding space. It’s about creating more opportunities to serve clients well. At Kelly Wealth Management Team, we’re excited for what this next chapter means for us and the individuals, families and communities we’re honored to support.

We welcome you to stop by our new office, located at 1000 Social St., Suite 360, Raleigh, NC 27609.

Have questions about your financial strategy? Let’s connect so we can help you with what matters most to you. Please feel free to visit, reach out or leave a comment below.

Team members include (L to R): Alexis Shigapov, branch office administrator; Barbara Lewandowski, senior branch office administrator; Kelby Watson, associate financial advisor; Julie G. Kelly, financial advisor and principal; and Rachel Kjellberg, senior branch office administrator.

Happy Birthday, Alexis! We're so lucky to have you on our team. Your dedication, care and commitment make a big differen...
08/24/2026

Happy Birthday, Alexis! We're so lucky to have you on our team. Your dedication, care and commitment make a big difference every day - for us and our clients. Thank you for everything you do! Wishing you a fantastic year ahead.

Helping business owners navigate complexity From growth opportunities to long-term planning, entrepreneurs can benefit ...
08/21/2026

Helping business owners navigate complexity

From growth opportunities to long-term planning, entrepreneurs can benefit from strategies tailored to their unique circumstances and goals. Together with Associate Financial Advisor Kelby Watson and the Kelly Wealth Management Team, I enjoy helping business owners align their financial decisions, business objectives and personal priorities.

Give me and my team a call at 919-489-8111 and let us help you create a strategy that works for your unique business needs. Feel free to leave a comment or question below — we’d love to connect with you and talk about what comes next!

Bringing clarity to legacy planning Your legacy is about more than finances. Planning ahead can help ensure the people a...
08/19/2026

Bringing clarity to legacy planning

Your legacy is about more than finances. Planning ahead can help ensure the people and causes that matter most remain at the center of your financial strategy. At Kelly Wealth Management Team, we can help you explore tailored estate and legacy strategies that reflect your wishes and priorities.

Ready to start the conversation? Let’s talk. Give us a call at 919-489-8111 or feel free to leave a comment below — we’re here to help!

Edward Jones and its financial advisors do not provide tax or legal advice.

What’s next after the business?Whether you’re considering a sale, succession plan or future transition, planning ahead c...
08/17/2026

What’s next after the business?

Whether you’re considering a sale, succession plan or future transition, planning ahead can help bring clarity to what comes next. Together with Associate Financial Advisor Kelby Watson and the Kelly Wealth Management Team, I can help you plan for all of the above.

Your business is our business. When you’re ready to create a plan for your future, give us a call at 919-489-8111 or feel free to leave a comment or question below.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/13/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Address

3100 Tower Boulevard Suite 1615
Durham, NC
27707

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+19194898814

Website

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