As your Edward Jones branch team, we believe it is important to invest our time in understanding what is important to you before you invest your money. Working closely with you, your legal, tax and other professionals, I can help determine the most appropriate financial strategy for you and your family. We partner with individual investors to develop an investment strategy geared towards their unique goals. We provide objective advice and accountability throughout their lives to keep our clients on track.
I began my Edward Jones career in 2000 as a financial advisor in Collierville. I became a limited partner with Edward Jones in 2004 and received the CFP® professional designation in 2006.
My spouse, Rhonda, and I have two sons, Creighton and Christian. I have lived in the greater Memphis area since 1976 and in Collierville since 1999.
I am currently serving on the executive board of directors for the Collierville Chamber of Commerce from 2013 to present. I am a member of the Collierville Connection and Rotary Club. I was a 2004 Leadership Collierville graduate.
My office administrators, Rita Jackson and Keri Cook, have 25 years of combined experience with Edward Jones and are dedicated to providing you with the highest level of service possible.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client’s unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships. We can help you reach your long-term financial goals. I would like to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Connect with me on LinkedIn.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Divorce Finances
- Retirement Income Strategies
Office Address1108 Halle Park Circle
Collierville, TN 38017
Phone NumberKevin S Baltier at (901) 853-2280
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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