Kevin Clark, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Kevin

My wife will tell you that she went out with me because I was persistent, and she dated me because I used a coupon at dinner and took her to the movies on the "Tightwad Tuesday" discount night. She married me because she trusted me. Four children and 28 years later, we still take care of each other; she focuses on the emotional needs of the family, and I make sure the finances are sound and that we have everything we need.

Helping you make sure that you have what you will need is what I do. You and I likely...

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • James Madison UniversityBachelor of Business Admin

Personal Interests

  • Golfing
  • Auto Racing
  • Photography
  • Music
  • Movies & Entertainment

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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