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Kevin Wartsbaugh
Kevin Wartsbaugh
VP Sales/Operations | Edward Jones
San Antonio, Texas Metropolitan Area United States, United States
Kevin Wartsbaugh
Summary
Kevin Wartsbaugh is a dedicated financial advisor at Edward Jones, leveraging his extensive experience in estate planning and sales operations to serve long-term investors. With a background that includes ten years in a family business and service in the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin's approach combines personalized strategies with a collaborative effort involving CPAs and estate planning attorneys to align investment decisions with clients' goals. He is also actively engaged in his community through organizations like Rotary and the Chamber of Commerce. Outside of work, he enjoys quality time with his family, participating in various school activities, and exploring the outdoors through camping and travel. His commitment to helping clients navigate their financial journeys is evident in his proactive service model.
Kevin Wartsbaugh
Work Experience
General Partner at
Edward Jones
January 2020 - Present
Kevin Wartsbaugh
Education
College of Financial Planning, Accredited Asset Management Specialists (AAMS)
Howard Payne University, Master of Business Administration (MBA)
Texas Department of Insurance, Texas Life and Health Insurance License
FINRA, General Securities Representative Exam Series 66
FINRA, General Securities Representative Exam Series 7
Frequently Asked Questions about Kevin Wartsbaugh
What is Kevin Wartsbaugh email address?
Kevin Wartsbaugh'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 Wartsbaugh work for?
Kevin Wartsbaugh is a VP Sales/Operations at Edward Jones.
Where Kevin Wartsbaugh graduated from?
Kevin Wartsbaugh holds a degree in null from College of Financial Planning.
How can I directly contact Kevin Wartsbaugh?
To contact Kevin Wartsbaugh directly, you can use the email address ****************@edwardjones.com. Complete contact information is available upon registration with Muraena.
Who is Kevin Wartsbaugh?
Kevin Wartsbaugh is a dedicated financial advisor at Edward Jones, leveraging his extensive experience in estate planning and sales operations to serve long-term investors. With a background that includes ten years in a family business and service in the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin's approach combines personalized strategies with a collaborative effort involving CPAs and estate planning attorneys to align investment decisions with clients' goals. He is also actively engaged in his community through organizations like Rotary and the Chamber of Commerce. Outside of work, he enjoys quality time with his family, participating in various school activities, and exploring the outdoors through camping and travel. His commitment to helping clients navigate their financial journeys is evident in his proactive service model.
Kevin`s contact details
****************@edwardjones.com
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