Located in the heart of Chillicothe, Missouri, the office of Edward Jones Financial Advisor Kayla R. Massie provides tailored financial strategies with a focus on personal partnership. Kayla Massie and Senior Branch Office Administrator Brenda Patchen work together to help clients navigate the complexities of wealth management, whether they are just starting their investment journey or preparing for a long-term retirement transition.

The office is particularly geared toward individuals and organizations with specific financial goals. Kayla Massie’s focus areas include retirement income and savings strategies, providing a roadmap for those looking to secure their future comfort. Additionally, she offers specialized support for entrepreneurs, business owners, and not-for-profit organizations, helping them manage business retirement plans and institutional financial needs.

• Retirement Planning: Comprehensive strategies for both building savings and managing income during retirement years.

• Business Support: Guidance for entrepreneurs and business owners regarding retirement plan options and financial management.

• Institutional Services: Financial advising specifically for not-for-profit organizations and their unique requirements.

• New Investor Guidance: A welcoming environment for those who are new to investing and need a starting point for their priorities.

• Flexible Scheduling: While maintaining standard business hours, the office offers evening and weekend appointments to accommodate busy professional schedules.

The local team emphasizes a straightforward and neighborly approach to finance. By focusing on what is most important to each client, they help determine financial priorities and provide weekly market wrap summaries to keep everyone informed on economic news. With nearly two decades of professional experience in the region, the team serves as a reliable resource for those seeking a local point of contact for their financial questions.

Whether you are looking for a familiar stop in town to discuss your long-term goals or need a consistent partner for business retirement planning, this office offers a professional and accessible setting for residents across the Chillicothe area.