Basic Information
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Company
Edward Jones -
Phone
425-391-8507 -
Email
kelli.labelle@edwardjones.com -
Website
www.edwardjones.com/kelli-labelle -
Describe How You Would Like To Be Introduced Via Email
Hi, this is Kelli LaBelle and she is a financial advisor with Edward Jones. Kelli helps individuals and families create a plan for their financial goals. You can contact Kelli at 425-391-8507 or by email at Kelli.LaBelle@edwardjones.com to schedule an appointment. -
What is your "why"? Why do you do what you do?
I do what I do to help people take the unknown out of their future. My dad passed away unexpectedly when I was younger without a plan, which caused a lot of extra burden on my mother. My goal is to help my clients prepare for the unexpected and take the guessing out of their financial plan. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
-What goals are you currently saving towards?
-How are you saving towards those goals?
-Is what you are doing enough? -
Unique Selling Proposition
With my past experience of losing my father at a young age with no plan in place, it is extremely important to me to help anyone and everyone with their financial goals and to put them in a better position than when they started working with me. I've experienced firsthand what it is like when you are unprepared, and I want to help everyone make sure they do not experience the same thing as me with their future financial goals. -
About me
Serving people has always been a passion of mine. From volunteering hundreds of hours over my lifetime and holding multiple leadership positions throughout high school and college to now being a financial advisor with Edward Jones, I will be able to continue fulfilling my passion for many years to come.
My dream of becoming a financial advisor became clear after my family had been with our Edward Jones financial advisor for over a decade. After my father unexpectedly passed away when I was 9 years old, our financial advisor stepped in to help us navigate through the difficulties of transitioning to a single-parent family amidst losing the sole income earner. I am blessed to be a financial advisor and have the ability to be a positive impact on others, like our financial advisor was on my family. I want to be the person you have in your corner when you experience major life events.
Whether you are married, single, divorced or widowed, I am committed to providing you the care and advice you deserve at any point in your life. Everyone deserves to be heard and given the chance to develop a relationship with someone who can help them achieve their financial goals. When you choose me to be your financial advisor, I will partner with you throughout your lifetime on the goals we set together, and I will create a personalized strategy for you and see it through.
When I am not in the office, I teach dance classes to students ages 3-18 years old, I binge-watch the latest shows on Netflix and Hulu with my two cats and husband, and I'm always looking for my next sourdough recipe to try.
Please contact me to schedule a complimentary appointment to discuss your financial goals and how I can serve you. It's never too early to start thinking about the future.
*Series 7, Series 66, Life Insurance License* -
Profession
Financial Advisor -
Title
Financial Advisor -
Hobbies and interest
Dance, reading, walking/running, spending time with family, friends, and my 2 cats.
Contact Information
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City / Town
Issaquah -
State
Washington -
Zip
98027 -
Country
United States -
Special offers to the group
I would love to meet up with you, buy you coffee or lunch, to show you the Edward Jones process and how I may help your clients. -
Facebook Business Page URL
https://www.facebook.com/EJAdvisorKelliLaBelle -
LinkedIn Profile
https://www.linkedin.com/in/kellilabelle
Education
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College / University
University of Washington -
Graduation Year
2019