As an Edward Jones financial advisor, my number one focus is to understand what is important you. Our process allows us to partner with each of our clients individually using a solutions-based approach designed to your specific needs. I continually build upon my education as a financial advisor because I believe that it is important to be knowledgeable and updated in order to make well informed decisions to help clients meet their goals.
I opened my practice in Jackson in 2008. Over the past 12 years, I have dedicated myself to the belief that the best way to help my clients achieve their goals is to first understand their goals and then map out a strategy to pursue them with confidence. Whether you're planning for retirement, already living in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will work together to develop tailored strategies to help you achieve your goals. We continuously monitor your progress every step of the way to help make sure you stay on track.
My branch office administrator, Sara Holmes, has the experience and dedication to provide you with the highest level of service and support possible.
On a more personal note, I am a lifelong Michigander, a Veteran of the U.S. Army, a youth football and baseball coach, and an outdoor enthusiast.
My wife, Patricia, and I have been married for 26 years and have raised three fine young men, Hunter, Cole and Reed. Outside of work, we enjoy time in the great outdoors and traveling.
Phone NumberKevin R Phillips at (517) 787-4157
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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