As an Edward Jones financial advisor, I believe strong client relationships with open communication are the most important elements in building trust. I employ a holistic approach that begins by understanding your goals, expectations and what matters most to you before investing any money.
Providing comprehensive strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of your financial strategy, including tax mitigation, estate considerations and wealth protection strategies. In my 16-year experience, I've found this is the best approach to providing tailored solutions appropriate for my clients.
I graduated from the University of Maryland at College Park with a bachelor's degree in accounting.
After joining Edward Jones in 2005, I became a limited partner in 2014 and have served the firm in various roles.
My wife, Deborah, and I have three children: Julianne, Collin and Landon. Deborah is also a financial advisor with Edward Jones since 2004 and has her office close to Bethesda, MD where we live.
My Senior Branch Office Administrator, Elizabeth Mendoza, has over 15 years of experience and is dedicated to providing you the highest level of service. We look forward to partnering together to help you and your family reach your long-term financial goals.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Divorce Finances
My Personal Interests
- Spending Time with Family
Phone NumberKevin E Okim at (571) 203-0596
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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