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Kerry Garcia, Financial Advisor

FINANCIAL ADVISOR
Kerry M Garcia

CFP®, AAMS™
108 North 2nd Street, Knoxville, IA 50138opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings

About Kerry

Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Listening and understanding what's important to you is how we start that journey. As your Edward Jones branch team, we work closely with your CPA, attorney or other professionals to determine the most appropriate strategy for you and your family.

Living, working and raising our three sons in Knoxville, my husband, Dave, and I have seen firsthand how fulfilling it is to give back...

Work History

  • Edward JonesJuly 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of California-IrvineMaster of Business Admin
  • Univ of Northern IowaBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling
  • Crocheting/Knitting

Team Members

  • Julie Konrad
    Sr. Branch Office Administrator
  • Breanna Sampson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(641) 828-7711

Fax

(888) 215-6080

Office Address

108 North 2nd Street
Knoxville, IA 50138opens in a new window

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