Kevin Willmot, Financial Advisor located in Greenville, SC

Financial Advisor
Kevin M Willmot

CFP®, CEPA®
55 Beattie Place Suite 1020, Greenville, SC 29601opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Tennis
  • Music
  • Hiking
  • Cycling

Team Members

  • Melodie Pletcher
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(864) 232-3909

Fax

(877) 222-8204

Office Address

55 Beattie Place Suite 1020
Greenville, SC 29601opens in a new window

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