kaley white

About

I work with families and small businesses in the Orlando, FL area (and various other states) to understand what financial goals are most important to them and developing individualized strategies to help reach those goals. I am very excited to have just opened my Edward Jones branch office in Lake Nona, FL. I hope to better serve my local community in the areas of retirement planning, saving for education, strategic planning in retirement, and asset protection strategies. I graduated from the University of Central Florida and studied Finance and Spanish Language. After becoming involved in growing the college of business' most active club, The Young Investor's Club, and teaching others about the market, I knew this was the area I wanted to spend my career growing in. I completed a summer internship with Edward Jones working with a veteran advisor full-time and soon after, graduated and was hired for a dream opportunity to serve individuals in my local community as their Financial Advisor. I can be reached at: 407-203-8337 - kaley.mora@edwardjones.com - 10783 Narcoossee Rd Ste 121

Country

united states

City

orlando

Industry

financial services

Skill

finance, public speaking, microsoft office, project management, investments, problem solving, dedicated professional, benefits administration, employee benefits, financial analysis, marketing, management, leadership, research, customer service, microsoft excel, powerpoint, teamwork

Experience

executive board secretary

ucf young investors club

2012-8 - 2015-12 · 3 yrs 5 mos

market analyst

ucf young investors club

2012-1 - 2012-4 · 4 mos

In this elected position, I gave weekly presentations on investment ideas to the Young Investor's Club at UCF as the analyst for the retail sector of the stock market. - This club is recognized by the UCF College of Business and has over 100 members.

benefit operations administrator intern

aon

2013-3 - 2014-5 · 1 yr 3 mos

Worked directly with clients to develop short and longer-term health and welfare benefit strategies.

financial advisor summer intern

edward jones

2016-1 - 2015-12

I work with families and small businesses in the Orlando, FL area (and various other states) to understand what financial goals are most important to them by working through my established process, and developing individualized strategies to reach those goals. I am very excited to have just opened a branch office in Lake Nona, FL. I hope to better serve my local community in the areas of retirement planning, saving for education, strategic planning in retirement, and asset protection strategies. I can be reached at: 407-203-8337 - kaley.mora@edwardjones.com - 10783 Narcoossee Rd Ste 121