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Kevin Ta
Kevin Ta
SVP and Senior Trust Advisor | The Private Bank | Edward Jones
Virginia, McLean, United States
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.
Kevin Ta
Work Experience
Senior Planner | Edward Jones Wealth Management at
Edward Jones
February 2025 - Present
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
********@edwardjones.com
********@pnc.com
Colleagues
General Partner
Financial Service Representative
VP Sales/Operations
Instructor/Facilitator
Advertising and Promotion
General Partner/Financial Advisor
Legal Intern
Marketing Representative
General Manager