I graduated with a Bachelor of Science degree with honors from Virginia Tech in 1987. I hold the General Securities Representatives (Series 7), Uniform Combined State Law Examination (Series 66), and life/health insurance licenses.
I live in Roanoke, VA, with my wife, Beth. We have four grown children, and one grandson. Most weekends are filled with family activities, enjoying the outdoors and D.I.Y. home projects.
Prior to joining Edward Jones, I served as an executive in the golf and landscape industry for 23 years -- leading large scale projects and leading over 100 employees. Serving on several professional and civic boards has helped me better understand the needs and challenges of others.
Financial markets challenge us all. Tax law changes, the economic cycles and global events impact our global investment outlook. Given these complexities, I find it most important to understand what is important to you and your family. Working closely with tax and legal professionals, I can help you build personalized strategies and solutions to achieve your goals.
Clients draw upon my experience as a leader, consultant and as a financial advisor to help their families with wealth building strategies to support themselves and those they care most deeply about.
We focus on life goals, including: retirement, life insurance, college planning, estate settlement, leaving a legacy, business succession and tax strategies.
My team at Edward Jones includes a deep bench of professional associates, including senior branch office administrators, Laura Coffey and Rosie Brown. We are committed to providing you with personalized, outstanding service. Please feel welcome to contact us anytime.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Insurance & Annuities
Office Address1463 W Main St Ste P4
Salem, VA 24153 opens in a new window
Phone NumberKyle M Richardson at (540) 387-0567
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