portrait of Kim Winans

About Kim

I am from Greenville, Texas, where both of my parents spent decades working in the banking and finance industry. They were good friends with a local Edward Jones financial advisor in Greenville, and he encouraged me to change careers and join the Edward Jones family. At the same time, I was fortunate to also be recruited by another Edward Jones advisor in my Rotary Club. I joined the firm in June 2012 and have a branch in far-north Dallas. Prior to Edward Jones, I spent 18 years in the healthcare industry as a sales and business development professional.

I enjoy...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJune 2012 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas A&M Univ-CommerceBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Pets
  • Music
  • History and Museums
  • Volunteering

Team Members

  • Melanie Whorton
    Branch Office Administrator

Send Me a Message

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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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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