Paul A Kavanagh

Role: Financial Advisor at Edward Jones
Location: Miami-Fort Lauderdale, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Paul A Kavanagh

Paul is a Financial Advisor with expertise in working with individuals who are nearing or…

Experience

Financial Advisor
Edward Jones
Aug 2007 — Present
Financial Advisor for Edward Jones serving select clients in South Florida and licensed in 20 States.

Skills

Coverdell Education Savings Accounts
Strategic Planning
Stock
Corporate Bonds
Simple and Sep Ira's
Fixed Annuities
Traditional Ira's
High Net Worth Individuals
Cost Basis
Management
Immediate Annuities
Money Market Funds
Sales
Finance
529 Plans
Education Savings
Advisory Solutions
U.s. Treasury Bonds
Small Business
Certificates of Deposit
Leadership
Bond Unit Investment Trusts
Long-Term Care
Disability Insurance
Fixed Income and Portfolio Review
Marketing Strategy
Trust Services
401k Advisor
Retirement Planning
Tax Advantage Municiple Bonds
Variable Annuities
Online Bill Payment
Insured Bank Deposit Program
Exchange Traded Funds
Check Writing and Debit Cards
Estate Considerations
401k Options
Public Speaking
Roth Ira's
Life Insurance

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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