portrait of Kevin S Baltier

About Kevin

As your Edward Jones branch team, we believe it is important to invest our time in understanding what is important to you before you invest your money. Working closely with you, your legal, tax and other professionals, I can help determine the most appropriate financial strategy for you and your family. We partner with individual investors to develop an investment strategy geared towards their unique goals. We provide objective advice and accountability throughout their lives to keep our clients on track.

I began my Edward Jones career in 2000 as a financial advisor in Collierville. I became a limited partner...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Divorce Finances
  • Retirement Income Strategies

Work History

  • Edward JonesAugust 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of MemphisBachelors

Team Members

  • Keri Cook
    Sr. Branch Office Administrator
  • Jaime Munz
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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