Kevin Malone
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Kevin Malone
As a Financial Advisor, people rely on me to support them and supply research and guidance to help them make informed decisions that are the best for themselves, their business interests and/ or their families. We can offer cash strategies, individual or business investment strategies, or tailor plans to help people prepare for retirement or to secure their lifestyles throughout their retirements. Call me so we can setup a time to discuss your plan and evaluate where we can go from instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jul 2024 — Present · Omaha, NE, US
Helping people through a defined, time tested process, aligning solutions tailored to meet each individual or businesses goals and objectives. Cash management, fixed income, long term equity investing, preparing for retirement or living in retirement; my clients needs are as diverse as the people and companies I serve.
Education
Creighton University's Heider College of Business
Bachelors Degree in Business Administration, Finance
2001 — 2005
Skills
- Relationship Management
- Series 7
- Wealth Management
- Financial Services
- Private Banking
- Strategy
- Series 66
- Asset Allocation
- Banking
- Risk Management
- Retirement
- Strategic Financial Planning
- Retirement Planning
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