portrait of Kevin Mott

About Kevin

I help people explore how to protect their finances, families and legacies. I work with clients to identify and implement long-term savings strategies tailored to what’s important to them, whether that is retirement planning, leaving money for heirs, donating to philanthropical organizations or other goals.

I begin my work with a new client by understanding their individual needs, goals and priorities. I'm available to work closely with their attorney, accountant or other professionals to ensure seamless service, and I'm often considered part of the client’s family.

I hold an insurance license and Series 7, 63 and 66 securities registrations. I earned a...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Sustainable investing
  • Charitable Giving

Work History

  • Edward JonesDecember 1993 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Truman State UniversityBachelors

Personal Interests

  • Cooking
  • Reading
  • Personal Fitness
  • History and Museums
  • Social Responsibility

Team Members

  • Maggie Kostanski
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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