As an Edward Jones branch team, we believe it's important to invest our time to understand what you are working towards before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family and partner with you throughout your life to achieve those goals.
I began my Edward Jones in Marshall in 2007 and became a limited partner of the firm in 2014. As a result of our business growing, we invited another financial advisor into our branch in 2018 to help us better serve our clients.
I attended Eastern Illinois University and graduated with a degree in finance. In 2018, I obtained my CFP® Certification. 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® Certification Exam and the CFP Boards Fitness Standards for Candidates and Registrants, agreed to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My wife, Emily, and I have three children. I enjoy spending time with my family, traveling, history and reading.
I have served the firm as a new financial advisor coach and a growth leader.
I currently serve the community as a member of the Marshall Area Chamber of Commerce, a board member of the Marshall Community Foundation and a board member of the Marshall Area Public Library Board.
My Branch Office Administrators, Shannon Burkybile and Kiley Shotts, are dedicated to providing you with the highest level of client service possible. They are crucial to the experience that we provide to our clients. Please don't hesitate to give them a call with any questions.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address201 N Michigan Ave Suite 3
Marshall, IL 62441
Phone NumberKent L Mitchell at (217) 826-3442
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