As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward 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. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I currently hold the Series 7 and Series 66 securities registrations, an insurance license and the AAMS® designation.
I am a proud U.S. Marine and an active member in the Lakewood Ranch Rotary Club, Business Alliance and Manatee Chamber of Commerce.
Relationships are key, and in our view, meeting face-to-face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their personal lives.
My spouse, Karen, and I have been married for 27 years. She is originally from Bromsgrove, Worcestershire, a small village in England. We moved to Lakewood Ranch in 2012 with our two sons; Brandon who is a USF grad and is working for and eldercare law firm in Sarasota and Lukas who is studying to be a paramedic firefighter here in Lakewood Ranch. We share our home with Duke and Bailey, our two Golden Labs.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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My Personal Interests
- Home Improvement
- History and Museums
- Spending Time with Family
Office Address11053 Gatewood Dr
Lakewood Ranch, FL 34211
Phone NumberKevin D Clayton at (941) 747-8103
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