Work History
Edward Jones
Edward JonesMay 2014 to Current
About Kevin
As a financial advisor, I use an established process to help clients organize, grow and protect their financial lives.
I begin by listening and understanding what is most important to you and then prepare personalized financial strategies to help you achieve your goals. I am honored to work for my clients and be a part of their lives as they navigate through what changes come their way.
I place an emphasis on client education and transparency by utilizing a straightforward approach. By educating, encouraging and empowering my clients, they are able to make smart, well-formed financial decisions with confidence.
Working closely together...
I begin by listening and understanding what is most important to you and then prepare personalized financial strategies to help you achieve your goals. I am honored to work for my clients and be a part of their lives as they navigate through what changes come their way.
I place an emphasis on client education and transparency by utilizing a straightforward approach. By educating, encouraging and empowering my clients, they are able to make smart, well-formed financial decisions with confidence.
Working closely together...
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesMay 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Augustana College of Illinois
Augustana College of IllinoisBachelor of Arts
Education
Augustana College of Illinois
Augustana College of IllinoisBachelor of Arts
Personal Interests
- Spending Time with Family
- Traveling
- Personal Fitness
- Golfing
- Baseball
Team Members
Margaret EgerlandSr. Branch Office Administrator- Kathryn WilsonBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
CharlotteFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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