Financial Advisors
Stuart, FL
Edward Jones financial advisor Kate Mikkelson, AAMS®, CRPC™, provides comprehensive financial planning and investment management services to individuals and families in Stuart and the surrounding Treasure Coast area. With professional certifications in financial advising and retirement planning, Kate helps clients develop personalized strategies for wealth building, retirement readiness, and long-term financial goals. Edward Jones is known for its personal, relationship-based approach to financial advising with local branch offices.
Ideal for: Individual investors, families planning for retirement, professionals seeking comprehensive wealth management, business owners interested in succession planning
Service area: Stuart, Florida and Treasure Coast
Certified Financial Professional: Kate Mikkelson holds AAMS® and CRPC™ designations, demonstrating advanced training in financial planning and retirement income strategies.
Local Branch Presence: Edward Jones operates as a full-service brokerage with local advisors who build ongoing relationships with clients rather than transactional interactions.
Personalized Financial Strategy: Focuses on understanding individual goals and circumstances to create customized investment and retirement plans aligned with long-term objectives.
Address: 600 SE Indian St Suite 1, Stuart, FL 34997
Phone: (772) 288-5079
Website: edwardjones.com
Looking for more options?
See more Financial Advisors in Port St Lucie →