As an Edward Jones financial advisor, I believe it's important to invest my time in you to specifically understand your goals and objectives before investing your money. It's also imperative for me to understand your comfort level with risk before providing any investment counsel. As such, my commitment to you is to partner together over the long term to plan and help you accomplish your life's goals.
I'm inspired daily by my clients and hope to pass back this same inspiration as we journey together through whatever life has in store.
In order to better serve my clients, I maintain the Certified Financial Planner™ and Accredited Asset Management Specialist™ professional designations.
The Certified Financial Planner Board of Standards Inc. awards CFP certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP exam, agree to abide by the CFP Board's code of ethics with professional responsibility, and comply with Financial Planning Practice Standards.
The College of Financial Planning awards the AAMS designation to individuals who successfully complete a professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education.
In addition to my CFP® and AAMS® designations, I also hold my Series 7, Series 66, insurance, life and health licenses. I graduated from Austin Peay State University with a bachelor's degree in finance. I began my Edward Jones career in 2004 and became a limited partner at Edward Jones in 2011. I am married to Shannon Taylor Batchelor, and we have two daughters, Olivia and Jaclyn.
My branch office administrative partners are Lisa Browning, Laura Batchelor, and Martha Lane Wells. Together we are dedicated in providing our clients with the highest level of service.
Our team is here for you, and we would be honored to serve you, so don't hesitate to call or stop by to get started.
Phone NumberKeith C Batchelor at (270) 726-2334
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