Edward Jones - Financial Advisor: Kelly Moore

Name: Edward Jones - Financial Advisor: Kelly Moore
Address: 7668 SW 60th Ave STE 500, Liberty Triangle, Florida, 34476, United States
Telephone: (352) 237-0379

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Serving Ocala & Marion County

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Contact Information

Category: Financial Advisor and Financial Services

Address: 7668 SW 60th Ave STE 500
34476

Phone: (352) 237-0379

Website

Email: mark.sandy@edwardjones.com

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About Edward Jones – Financial Advisor: Kelly Moore

Kelly Moore is a local Edward Jones financial advisor serving Ocala, Florida, bringing a blend of personal attention and institutional expertise to his clients. Whether you’re planning for retirement, managing investments, or strategizing for long-term financial goals, Kelly aims to build trust through transparency and strategic collaboration. His approach involves understanding client priorities, risk tolerance, and life stage to tailor investment plans that align with those elements.

Services We Offer

Investment advisory & portfolio management
Retirement planning & IRA/401(k) guidance
Insurance & risk mitigation strategies
Education funding & savings plans (e.g., 529 plans)
Estate & legacy planning support

Why Choose Kelly Moore in Ocala, Florida

Choosing Kelly Moore means getting both local accessibility and national backing. With a presence in Ocala, he offers direct, personalized support while leveraging Edward Jones’ wide array of research, products, and resources. Clients benefit from clarity, ongoing communication, and strategies that adapt to changing market conditions—all delivered with integrity and a client-first focus.