Kim Beard Email & Phone Number

Prior to joining Edward Jones, I worked as a registered nurse in our community. I came to Edward Jones because I wanted to help individual investors work toward achieving their financial goals.Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to meet with my clients and their families in order to get to know them on a personal level and understand what is important to them. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients and partner with them throughout their lives to keep them on track. In order to provide the most current and comprehensive guidance, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.I am proud to serve a wide variety of clients, whose goals range from helping grow wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction. No matter their current situations, my clients are assured that I will work tirelessly to help them achieve their goals.I am a dedicated financial advisor. I love what I do because of the opportunity to help people every day with their financial health and make a difference in their lives. My branch team and I have built our business by treating our clients as they would want to be treated, a simple idea that still makes sense in today’s complex marketplace.Outside Edward Jones, I enjoy spending time with my family and friends, enjoying the outdoors and serving my community./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Healthcare, Nursing, and Home Care.