Directory

>

Kevin Wartsbaugh

avatar

Kevin Wartsbaugh

General Partner | Edward Jones

United States

View contact details (it's free)

Kevin Wartsbaugh

Summary

Kevin Wartsbaugh is a dedicated financial advisor at Edward Jones, leveraging over two decades of experience in the financial services industry. His journey began in a family business, instilling a strong work ethic and a deep understanding of client needs. A veteran of the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin specializes in creating personalized financial strategies, focusing on retirement planning and wealth management. He leads a committed team that prioritizes client satisfaction and comprehensive service. Outside of work, he is actively involved in his community through organizations like Rotary and the Chamber of Commerce. Kevin enjoys spending quality time with his family, engaging in outdoor activities, and traveling. With a strong educational background, including an MBA, he is well-equipped to navigate the complexities of financial planning.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Kevin Wartsbaugh

Work Experience

company logo

General Partner at

Edward Jones

January 2020 - Present

company logo

Regional Leader at

Edward Jones

October 2016 - Present

company logo

Financial Advisor at

Edward Jones

October 2007 - Present

💼

VP Sales/Operations at

Bwf Enterprises

June 1996 - May 2007

Logos provided by Logo.dev

Kevin Wartsbaugh

Education

College of financial Planning, Accredited Asset Management Specialists (Aams)

finra, General Securities Representative Exam Series 7

finra, General Securities Representative Exam Series 66

Howard Payne University, Master Of Business Administration (Mba)

Texas Department of Insurance, Texas Life And Health Insurance License

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 General Partner at Edward Jones, a company specializing in Tax return preparation services.

Where Kevin Wartsbaugh graduated from?

Kevin Wartsbaugh holds a degree in 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 over two decades of experience in the financial services industry. His journey began in a family business, instilling a strong work ethic and a deep understanding of client needs. A veteran of the United States Army Reserves, he values integrity and respect in his professional relationships. Kevin specializes in creating personalized financial strategies, focusing on retirement planning and wealth management. He leads a committed team that prioritizes client satisfaction and comprehensive service. Outside of work, he is actively involved in his community through organizations like Rotary and the Chamber of Commerce. Kevin enjoys spending quality time with his family, engaging in outdoor activities, and traveling. With a strong educational background, including an MBA, he is well-equipped to navigate the complexities of financial planning.

Kevin`s contact details

mail

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

Colleagues

avatar
Neal Rideout

General Partner - Branch Experience

avatar
Pat Dorcey

General Partner and Regional Leader at Edward Jones

avatar
Suzan Mcdaniel

Chief Human Resources Officer

Kim Webb

General Partner

Stephanie Copley

Technical Architect

Melissa Boston

Vice President Business Development

avatar
Bob Meeker

Financial Advisor

avatar
Edward Shaffer

Chief Executive Officer

avatar
David Watson

Executive Director

View Contact details (it's free)
Request Profile Removal