Kevin Sokolan, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Estate and legacy strategies
  • Retirement income strategies

About Kevin

There comes a time in life when you switch your thinking from "How can I build my wealth?" to "How can I protect it?" I'm here to help answer that question.

I started my Edward Jones practice in 2000 and now serve clients nearing or in retirement, many of whom have been with me from Day 1. We've set goals along the way and watched them become reality – that first home, kids in college, debt-free living, a comfortable nest egg. Now we want to make sure that neither market swings nor unexpected life events threaten to devastate plans for retirement...

Work History

  • Edward JonesJune 2000 to Current

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