When I meet people, often they ask, "What do you do?" My simple response is that I want to positively impact people to help them achieve their financial goals in an increasingly complex and volatile investment environment. More often than not, people want to know more than just what I do – they want to know why I do it. The passion I have to help people achieve and exceed their goals and needs, to live their financial lives on their terms with clear, straightforward guidance, is ultimately what drew me to a career with Edward Jones.
When my career began with Edward Jones in 2008, I was determined to treat people the way I expect to be treated. The best way to help people is to listen to what is most important to them and provide personalized service and strategies that help them achieve their goals.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand your goals and needs before you invest your money, to find the right investments that fit your life's goals. Throughout the years, I have learned each client has a unique set of goals and they deserve to be part of a personalized process that provides them with wealth management and protection strategies. Working closely with you, your CPA and your attorney, I can help you determine the most appropriate financial strategies, so you may have more options to achieve your goals now and through retirement.
My desire to serve others continues within our community through Immaculate Heart of Mary Church, the Greensboro Chamber of Commerce and as past president of the Greensboro Airport Rotary. I am also a graduate of the United States Military Academy at West Point and serve on the board of the West Point Society of the Piedmont and on the board of The Servant Center, a homeless shelter for Veterans.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Military Professionals & Veterans
Phone NumberKevin L Hoppens at (336) 393-0400
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