Earlier this year, on May 10, Kevin began with Edward Jones Investments (edwardjones.com), and officially “Launched his Practice” on July 1. He is an Omaha native and a longtime wealth management consultant but he’s moving to Edward Jones as a Financial Advisor. Kevin has nearly 20 years in the Financial Services Industry, mostly working with high-net-worth individuals, businesses and 401(k) and other retirement plans; as a trusted advisor to help in managing short and long-term investment goals. Kevin advises clients and provides customized solutions to meet various needs, goals and objectives.
Kevin is now the managing Financial Advisor of the established office at 591 North 155th Plaza in Pepperwood Village. Clients, both new and old will also appreciate seeing the familiar face of the Branch office Administrator, Claudia Wyatt, who has been with this office for 6 years, this December.
Kevin has held his Securities Licenses, Series 7 and Series 66 since 2007 and holds Life, Health and Annuities Producer’s Licenses. Congrats Kevin!
Edward Jones is a 100-year-old firm built for now. They specialize in helping individual investors rather than institutions. And as a privately-owned company, they’re able to focus on relationships rather than shareholder returns. Visit edwardjones.com for more information.