Financial Advisor Kaylee Adams of the financial services firm Edward Jones in Carmi has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas:
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Financial management |
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Tax-sensitive investment strategies |
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Retirement savings |
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Insurance planning |
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Education planning |
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Estate considerations |
In addition to the education and examination components of certification, Kaylee also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.
Kaylee’s office is located at 107 N Church Street in Carmi IL..
Kaylee and Branch Office Administrator Lana Anselment can be reached at 618-382-7032. You can also visit Kaylee’s website at http://www.edwardjones.com/kaylee-adams.
About Edward Jones
Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm¿s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.4 trillion in client assets under care as of Sept. 26, 2025. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 55,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at¿www.edwardjones.com, and its recruiting website is¿www.careers.edwardjones.com.
Member SIPC.