Kody G. Easter

About Kody G. Easter

My name is Kody. My professional title is financial advisor. I help people leverage their incomes and assets to build, protect, enjoy and pass on their financial wealth as efficiently as possible. I do this by getting to know my clients well, working alongside their trusted tax and legal professionals, and documenting and reviewing their financial goals on at least an annual basis.Other than financial advisor, I\'m often referred to as Dad (of 4), husband (of Keren, an ER nurse), coach (of a little league baseball team) and teacher (at my church, Salem Baptist). I\'m also a Liberty University graduate. In my limited free time, I enjoy doing CrossFit, attempting golf and being with extended family.Why financial advising? I took a finance course in college that caused me to evaluate my own relationship with money. I walked away from that believing anyone can build wealth if they have time, discipline and the right knowledge. This was a paradigm shift that sparked a fire in me. I also find joy in helping others grasp concepts they previously thought were confusing.I have my CFP® certification. I believe in the importance of relevant and ongoing education and training to best serve my clients.(If you\'re going to do it, do it right.) Due to business success, I\'ve been involved in various leadership roles within Edward Jones since 2017. I am currently a key leader helping lead approximately 60 financial advisors in the area.Helping people is in my DNA. Unfortunately, there\'s just one of me. For the sake of my current clients and my finite time, I must be selective in onboarding new relationships to prevent being stretched too thin.(This is the unfortunate side of rapid growth.) While I try to help anyone who needs it, we are intentionally onboarding only new clients with at least in investable assets (or those with rapid growth potential). Furthermore, we look to work only with clients who listen to advice, understand patience is required for long-term success, and are pleasant in nature.My team currently consists of two branch office administrators, Rachel and Traci. Rachel came to the firm in 2016, Traci in 2017. Both enjoy forming personal connections with clients and helping me with the day-to-day demands of the office.If we can be of assistance, don\'t hesitate to call or send us a instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2015 — Present · Mount Airy, NC, US

Education

• Liberty University

  Bachelor’s Degree

  2009 — 2013

Skills

• Problem Solving
• Performance Management
• Payroll
• Succession Planning
• Onboarding
• Powerpoint
• Wealth Management
• Talent Management
• Portfolio Strategies
• Peoplesoft
• Asset Protection Strategies
• Financial Analysis
• Human Resources
• Organizational Learning
• Eeo
• Employee Relations
• Asset Allocation
• Portfolio Review
• New Hire Orientations
• Microsoft Office
• Conflict Management
• Recruiting
• Fmla
• Hris
• HR Policies
• Wealth Strategies
• Customer Service
• Estate Considerations
• Employee Engagement