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Kevin Spotts, Financial Advisor

FINANCIAL ADVISOR
Kevin M Spotts

CFP®, CEPA®
203 Railroad Street Suite 1 B, Buda, TX 78610opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Retirement Savings Strategies

About Kevin

Our goal is to understand what's most important to you. We use an established process to help you achieve your long-term goals. We understand everyone's situation is specific to themselves, so we make it a point to build a deep relationship with our clients and work with them over their lifetime, celebrating all the milestones to come.

Our team is committed to providing comprehensive financial guidance to business owners and families who value consultative advice with a high level of personal service. We work together with other professionals, including CPAs, estate-planning attorneys and other specialists, to help ensure that all...

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Texas State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Rugby
  • Traveling

Team Members

  • Amanda Poynor
    Associate Financial Advisor
    FPQP®
  • Caitlin Quigley
    Branch Office Administrator
    FPQP®

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 - 03:30PM
Sat Closed
Sun Closed

Phone

(512) 312-2332

Fax

(800) 231-0992

Office Address

203 Railroad Street Suite 1 B
Buda, TX 78610opens in a new window

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