Kevin Pitts

Financial Consultant, Partner @STRATOS

Prescott, AZ, US
MOBILE NUMBERS
+19•••••••06

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WORK HISTORY

Jun 2015 — Present

Financial Consultant, Partner @STRATOS

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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

1998 — 1999

Universidad del Claustro de Sor Juana

Certificate, Writing and Punctuation

1984 — 1988

Arizona State University

B.S., Broadcast Management and Advertising

SKILLS

EquitiesTeam BuildingManagementSmall BusinessFinancial AnalysisInvestment StrategiesCustomer ServiceInvestmentsRetirementStrategic Financial PlanningInvestment AdvisoryFixed Annuities401kWealth AccumulationRetirement PlanningSecuritiesEstate PlanningPublic SpeakingFixed IncomeFinancial PlannersMarketingFinanceVariable AnnuitiesStrategic PlanningCharitable Gift AnnuitiesWealthAsset ManagementFinancial AdvisoryIrasPortfolio ManagementInsuranceWealth Management ServicesAsset AllocationWealth ManagementPersonal FinanceAuditing

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

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