Kevin Pitts
Financial Consultant, Partner at Stratos Wealth Partners
- Role
- Financial Consultant, Partner at STRATOS
- Location
- Prescott, AZ, US
- LinkedIn followers
- 500 followers
About Kevin Pitts
When it comes to you and your family\'s finances, objective advice can make the difference between reaching your goals and spending sleepless nights wondering if you\'re doing the right thing with your investments. I believe in taking a comprehensive approach in working with my clients that puts their needs first in creating a personalized investment program.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Specialties: Investment and client portfolio managementRetirement incomeAsset allocationIRA and IRA distribution strategiesRisk assessment and wealth preservation strategiesSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"See Contact Info\" section above. Investment advice offered through Stratos Wealth Partners, a registered investment advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit
Experience
Financial Consultant, Partner
Jun 2015 — Present · Prescott, AZ, US
I focus on investment planning for individuals, retirees and business owners and help them manage their finances for the future, as well as providing retirement income strategies including IRAs and IRA distribution options.
Education
Universidad del Claustro de Sor Juana
Certificate, Writing and Punctuation
1998 — 1999
Arizona State University
B.S., Broadcast Management and Advertising
1984 — 1988
Skills
- Equities
- Team Building
- Management
- Small Business
- Financial Analysis
- Investment Strategies
- Customer Service
- Investments
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Fixed Annuities
- 401k
- Wealth Accumulation
- Retirement Planning
- Securities
- Estate Planning
- Public Speaking
- Fixed Income
- Financial Planners
- Marketing
- Finance
- Variable Annuities
- Strategic Planning
- Charitable Gift Annuities
- Wealth
- Asset Management
- Financial Advisory
- Iras
- Portfolio Management
- Insurance
- Wealth Management Services
- Asset Allocation
- Wealth Management
- Personal Finance
- Auditing
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