Work History
Edward Jones
Edward JonesMay 2017 to Current
About Kevin
What is a financial advisor and what is it that you do?
Well, that's a great question with a difficult answer. We build a relationship with you and your family and help guide you through the different financial challenges and events of life while considering your level of comfort with risk. There is no 'one size fits all' mentality for investing because every person's goals are different.
When you work with our office, we will work together to understand what is important to you and use an established process to build a personalized strategy to help you reach those goals. Then, we...
Well, that's a great question with a difficult answer. We build a relationship with you and your family and help guide you through the different financial challenges and events of life while considering your level of comfort with risk. There is no 'one size fits all' mentality for investing because every person's goals are different.
When you work with our office, we will work together to understand what is important to you and use an established process to build a personalized strategy to help you reach those goals. Then, we...
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Sustainable investing
- Insurance & Annuities
- College Savings
- New Investors
Work History
Edward Jones
Edward JonesMay 2017 to Current
Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Eastern Connecticut State Univ
Eastern Connecticut State UnivBachelor of Science
Education
Eastern Connecticut State Univ
Eastern Connecticut State UnivBachelor of Science
Personal Interests
- Sports Enthusiast
- Outdoor Enthusiast
- Community Outreach
- Photography
- Technology
Team Members
Ashleigh KromBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(860) 537-0037Fax
(877) 222-3423Office Address
20 Main StreetColchester, CT 06415
Location
ColchesterFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More