Kevin White, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

About Kevin

I joined Edward Jones in 2001, opening a branch office in Thomasville, North Carolina. I became a limited partner in 2007 and I have held various leadership roles throughout my career at Edward Jones.

I am a graduate of NC State University with bachelor's degrees in both business management and economics. I also earned the CERTIFIED FINANCIAL PLANNER® certification in 2012. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and CFP Board's Fitness Standards...

Work History

  • Edward JonesSeptember 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • North Carolina State UnivBachelor of Arts

Team Members

  • Anne Maus
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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