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Kevin Lunsford, Financial Advisor

FINANCIAL ADVISOR
Kevin W Lunsford

CFP®, CIMA®
3700 Glenwood Ave Suite 120, Raleigh, NC 27612opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies

About Kevin

My years of service in the Army revealed two passions in my personal and professional life: I love helping people achieve their goals and I thrive on having a positive influence on others. Based on conversations with a mentor, who was my financial advisor at that time, I realized his days were filled with those two passions and then some. That fall, I embarked on my new journey.

With over 22 years of experience as a financial advisor, what matters to me is understanding what's most important to my clients. I use an established process to build personalized strategies to...

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Education

  • North Carolina State UnivBachelor of Arts

Team Members

  • Holly Vincitorio
    Sr. Branch Office Administrator
  • Candy Shannon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 571-1381

Fax

(888) 299-3651

Office Address

3700 Glenwood Ave Suite 120
Raleigh, NC 27612opens in a new window

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