Edward Jones - Financial Advisor: Julie Kelly

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Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/07/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4ASpnt5

As a financial advisor, I’m proud to help my community’s families, professionals and business owners thrive. I’m just as...
10/06/2026

As a financial advisor, I’m proud to help my community’s families, professionals and business owners thrive. I’m just as passionate about evolving the way I serve, which is why I’m excited to join fellow Edward Jones advisors Mike Baer and Brad Pomeroy in our new shared office, The Exchange Raleigh, in North Hills. Together, we’re combining our experience to help clients navigate their financial journey with confidence.

Whether planning for retirement, a business transition or a lasting legacy, we’re committed to building meaningful relationships and providing thoughtful, personalized guidance when you need it most.

Learn more here: www.midtownmag.com/elevating-wealth-strategy-in-north-hills/

Julie Kelly, CFP®, CEPA®, CRPC™
Financial Advisor
Kelly Wealth Management Team

Pictured (back row, L to R): Lisa Lia, senior branch office administrator; Barbara Lewandowski, senior branch office administrator; Alexis Shigapov, branch office administrator; Keisha Shell, senior branch office administrator; Kelby Watson, associate financial advisor; Erin Sheehan, branch office administrator; Rachel Kjellberg, senior branch office administrator; and Sarah Greene, branch office administrator. Front row (L to R): Brad Pomeroy, financial advisor; Julie Kelly, financial advisor; and Mike Baer, financial advisor.

We're proud to support the American Heart Association's Circle of Red Sip & Shop event hosted by The Flourish Market. Jo...
10/05/2026

We're proud to support the American Heart Association's Circle of Red Sip & Shop event hosted by The Flourish Market. Join us for an evening of shopping, networking, and supporting a meaningful cause. We look forward to connecting with members of our community while helping advance the American Heart Association's mission.

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/01/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Du...
09/29/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Duke® Basketball, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=910406&utm_source=facebook&utm_medium=social_media&utm_content=3335810&c3nid=910406_facebook_3335810&c3ch=BranchSocialMedia&EID=MDAwMDAwMTU2NjEwMQ%3D%3D.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hqaHbP

Thank you to everyone who joined us for our recent Women's Event hosted by Julie Kelly! We appreciated the opportunity t...
09/24/2026

Thank you to everyone who joined us for our recent Women's Event hosted by Julie Kelly! We appreciated the opportunity to connect, share information, and engage in meaningful discussion. We are grateful for everyone who attended and helped make the evening a success. If you're interested in attending a future event, please send us a message.

Happy First Day of Fall!Believe it or not, fall is here! Don't let your financial goals "fall" by the wayside. We're her...
09/22/2026

Happy First Day of Fall!

Believe it or not, fall is here! Don't let your financial goals "fall" by the wayside. We're here to help if you need to develop a plan to keep you on track and stay focused on what's most important to you.

If you're in the area, stop by our Raleigh office at 1000 Social Street, Suite 360, Raleigh, NC 27609 to see our new office space. While you're here, enjoy the pumpkin patch and beautiful fall mums right outside the office.

Wishing you a wonderful First Day of Fall!

The Kelly Wealth Management Team

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hjgwro

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
09/18/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

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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