Kevin Neaves
Financial Advisor | Human-Centered Wealth Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Manhattan, NY, US
- LinkedIn followers
- 500 followers
About Kevin Neaves
As an Edward Jones Financial Advisor, I focus on meeting the needs of individual investors by offering a broad range of financial solutions, including municipal, government and corporate bonds, common stocks, mutual funds, exchange traded funds, variable and fixed annuities, life insurance and long-term care insurance. I help my clients achieve their financial goals by understanding their needs and implementing tailored instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Mar 2019 — Present · Manhattan, NY, US
Education
Columbia University
Master of Professional Studies, Wealth Management
2021 — 2023
North Carolina State University
Bachelor of Science (BS), Applied Mathematics, Chemical Engineering, and Chemistry
Naval Postgraduate School
Master of Science (MS), Systems Engineering
Syracuse University - Martin J. Whitman School of Management
Master of Science (MS), Accounting
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance and Investment Management
Villanova University
Master of Science (MS), Chemical Engineering
Skills
- Data Visualization
- Organizational Effectiveness
- Financial Statement Auditing
- Capital Markets
- Comparable Analysis
- Organizational Leadership
- Chemical Engineering
- Budget Process
- University Teaching
- Mathematical Modeling
- Chartered Financial Analyst
- Analytics
- Business Strategy
- Corporate Finance
- Social Media
- U.s. Department of Defense
- Strategic Planning
- Finance
- Programming
- Dod
- Financial Analysis
- Security Clearance
- Program Management
- Earned Value Management
- Portfolio Management
- Microsoft Access
- Enterprise Resource Planning (Erp)
- Financial Audits
- Policy Analysis
- Business Intelligence
- Internal Controls
- Economic Research
- Mathematical Statistics
- Financial Statement Analysis
- Equity Valuation
- Financial Modeling
- Project Management
- Dcf Valuation
- Contract Management
- Continuous Improvement
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