Edward Jones - Financial Advisor: Kim Winans

Edward Jones - Financial Advisor: Kim Winans Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.

I joined Edward Jones in June, 2012 and have a branch in Far North Dallas. Prior to Edward Jones, I spent 18 years in the healthcare industry as a sales and business development professional. I spend most of my time learning and understanding the goals each client desires to achieve. We then work together to customize an investment plan to help each individual person stay on track to achieve those

goals. I like to work closely with CPAs, estate planning attorneys, business attorneys, and other professionals to ensure we have the right financial strategies in place for each individual investor. My primary areas of concentration are individual and business retirement savings, education savings, life insurance, and tax-efficient investing. In my spare time, I chair my neighborhood's Crime Watch/Volunteers in Patrol, I'm a volunteer for the Dallas Police Department, and I serve on the Vestry at my church. Please contact my branch for a complimentary portfolio review or stop by for a cup of coffee. Julie and I look forward to the opportunity to meet with you and discuss the possibility of working together to assist you in reaching your future goals.
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Dallas, TX

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+19723806984

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