portrait of Kevin M Willmot
FINANCIAL ADVISOR
Accepting New Clients
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About Kevin

Someone once said the most important jobs in the world are those that care for other people's physical, mental, spiritual or financial health. I must say I agree! My father was an MD in Woodruff, South Carolina for decades, and my mother was a nurse. Others in my family are nurses and teachers. Like my family, I love educating and empowering people financially – to really have confidence around living the life they love and spending time with the people they care about.

Since 2010, I have enjoyed every minute of helping my clients start, grow and cultivate their personal wealth...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Clemson UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Tennis
  • Music
  • Hiking
  • Cycling

Team Members

  • Melodie Pletcher
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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