Kevin McClelland, Financial Advisor

Focus Areas

  • Special Needs Financial Considerations
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

About Kevin

Our team consists of myself, financial advisor Kevin McClelland, and my Branch Office Administrators, Heather Heron and Shawna Raab. By converting technical knowledge into practical and actionable strategies, we help our clients live their financial lives on their own terms.

I proudly served four years active duty for the US Air Force. I began a banking career in '90 and joined Edward Jones in '13. I have served as a mentor and in numerous leadership roles on behalf of the firm. I strive for excellence in the service and advice I provide to my clients, so
I've earned the AAMS™, Chartered...

Work History

  • Edward JonesOctober 2013 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • ChSNC®

    CHSNCUSA
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Soccer
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Heather Heron
    Branch Office Administrator
  • Valerie Laughlin
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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