portrait of Kevin M Clary
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $250,000
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About Kevin

As the new year begins, investors should take the opportunity to reassess their financial goals and strategies. We can help in clarifying your goals, adding confidence to your financial strategy and keeping you attune to current market conditions. Starting the year with a clear financial strategy and strong relationship with a financial advisor can set the stage for long-term success.

I am a 2009 graduate of North Georgia College and State University and hold a bachelor’s degree in finance. My Edward Jones career began in 2010 in the firm's Financial Advisor Career Development Program based in St. Louis. In 2011, I...

Focus Areas

  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Charitable Giving
  • Values and Faith Based Investing
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of North GeorgiaBachelor of Business Admin

Personal Interests

  • Basketball
  • Traveling
  • Spending Time with Family
  • Personal Fitness

Team Members

  • Lisa Echols
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

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