Kevin Stevens

Account Executive at ZenPilot
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Contact Information
us****@****om
(386) 825-5501
Location
Bentonville, US
Languages
  • English Full professional proficiency

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Bio

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Credentials

  • Certified Student Loan Professional
    -
    May, 2018
    - Nov, 2024
  • Money Quotient Partner
    Money Quotient
    Jun, 2017
    - Nov, 2024
  • Certified Financial Planner™
    CFP Board
    Dec, 2015
    - Nov, 2024
  • Accredited Asset Management Specialist
    College For Financial Planning
    Sep, 2011
    - Nov, 2024

Experience

  • ZenPilot
    • United States
    • Operations Consulting
    • 1 - 100 Employee
    • Account Executive
      • Jun 2022 - Present

  • AVID Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner / Financial Planner
      • Oct 2014 - Jun 2022

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2012 - Oct 2014

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2009 - Aug 2012

Education

  • University of Tennessee-Knoxville
    Bachelor's Degree
    1995 - 2000
  • College for Financial Planning
    CFP® Certification Professional Education Program, Financial Planning and Services
    2013 - 2015

Community

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