portrait of Kevin Conway

About Kevin

As a financial services professional for Edward Jones with 18 years of institutional investment experience, I have been committed to truly listening to my clients, understanding their perspectives and helping them to uncover and work toward meaningful, purposeful goals. I offer straightforward advice and educate my clients so they can be fully informed regarding their options and opportunities; we then partner together to keep them on track. To better serve my clients, I earned the CFP® certification, also known as the CERTIFIED FINANCIAL PLANNER ™ certification. To compliment the comprehensive planning focus of the CFP® mark, I also earned the...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CIMA®

    Certified Investment Management Analyst®

Education

  • La Salle UniversityMBA (Masters of Bus Admin)

Personal Interests

  • Coaching Sports
  • Culinary Arts
  • Fishing
  • Golfing
  • Reading

Team Members

  • Stacy Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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