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Kevin Ta

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Kevin Ta

SVP and Senior Trust Advisor | The Private Bank | Edward Jones

Virginia, McLean, United States

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Kevin Ta

Summary

Kevin Ta is a seasoned Senior Planner at Edward Jones Generations™, specializing in delivering strategic wealth management solutions. With over 25 years of experience in financial planning and investment advisory, he has a deep understanding of fiduciary care and client advocacy. Kevin leads a team dedicated to helping clients build lasting financial legacies through tailored advice and integrated solutions. His credentials include being a CERTIFIED FINANCIAL PLANNER™ and a Certified Trust and Fiduciary Advisor, which underscores his commitment to professional excellence. Kevin is also actively involved in his community, serving on the Board of The Fairfax County Park Foundation. Outside of work, he enjoys coaching basketball and capturing moments through photography, reflecting his passion for both sports and the arts. His diverse background in various financial institutions adds to his unique perspective in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Kevin Ta

Work Experience

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Senior Planner | Edward Jones Wealth Management at

Edward Jones

February 2025 - Present

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Kevin Ta

Education

Cannon Financial Institute

Georgetown University

George Mason University, B.A. Degree

Frequently Asked Questions about Kevin Ta

What is Kevin Ta email address?

Kevin Ta's primary email address is ********@edwardjones.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kevin Ta work for?

Kevin Ta is a SVP and Senior Trust Advisor | The Private Bank at Edward Jones.

Where Kevin Ta graduated from?

Kevin Ta holds a degree in null from Cannon Financial Institute.

How can I directly contact Kevin Ta?

To contact Kevin Ta directly, you can use the email address ********@edwardjones.com. Complete contact information is available upon registration with Muraena.

Who is Kevin Ta?

Kevin Ta is a seasoned Senior Planner at Edward Jones Generations™, specializing in delivering strategic wealth management solutions. With over 25 years of experience in financial planning and investment advisory, he has a deep understanding of fiduciary care and client advocacy. Kevin leads a team dedicated to helping clients build lasting financial legacies through tailored advice and integrated solutions. His credentials include being a CERTIFIED FINANCIAL PLANNER™ and a Certified Trust and Fiduciary Advisor, which underscores his commitment to professional excellence. Kevin is also actively involved in his community, serving on the Board of The Fairfax County Park Foundation. Outside of work, he enjoys coaching basketball and capturing moments through photography, reflecting his passion for both sports and the arts. His diverse background in various financial institutions adds to his unique perspective in wealth management.

Kevin`s contact details

mail

********@edwardjones.com

********@pnc.com

Colleagues

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Lennie Blackley

General Partner

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Brad Mcrae

Financial Service Representative

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Kevin Wartsbaugh

VP Sales/Operations

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Kevin Buie

Instructor/Facilitator

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Neal Rideout

Advertising and Promotion

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Olen Suire

General Partner/Financial Advisor

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Chris Stafford

Legal Intern

Jeff Rogers

Marketing Representative

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Steve Boatner

General Manager

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