Edward Jones - Financial Advisor: Kevin H White, CFP®|AAMS®
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Kevin H White, CFP®|AAMS® serves clients with $500,000 plus and focuses on retirement, wealth, estate, and intergenerational planning.
Best for
- Clients with $500,000 or more to invest
- Retirement savings and retirement income planning
- Wealth strategy development
- Estate and legacy planning
- Intergenerational planning
- Special needs financial considerations
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- intergenerational planning
- special needs financial considerations
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Serves clients with $500,000 plus
- Advisor holds CFP® certification
- Advisor holds AAMS® designation
- Offers web conferencing
- Provides introductory consultations, strategy reviews, account opening, and support for major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 1602 Liberty Dr Suite 100, Thomasville, NC 27360
- Phone
- +13364723527
- Website
- https://www.edwardjones.com/kevin-white
- kevin.white@edwardjones.com
Services
- retirement planning
- wealth strategies
- estate and legacy planning
- intergenerational planning
- special needs financial planning