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Edward Jones’
Bill Kern -
Building a Solid Plan for
Your Financial Future
A
fter being away from Pittsburgh for more than 30 years,
Edward Jones’ Bill Kern decided to move back home to
give his three boys a chance to enjoy all the benefits of
the region that he enjoyed growing up.
He’s also looking to bring his financial planning background to
new clients who can benefit from the wealth of experience he has
to offer.
“The biggest thing that I can offer clients is that I have 20 years
of military experience, and I approach my relationships with my
clients with the same unmatched discipline, attention to detail, and
utmost integrity,” Kern said. “As far as credentials from an academic
standpoint, I earned my second master’s degree in Personal
Financial Planning from Kansas State University while teaching at
the U.S. Air Force Academy back in 2006.”
As a veteran of the U.S. Navy, Kern has a keen focus on helping
military professionals and veterans achieve their financial goals.
He also concentrates on retirement savings strategies, retirement
income strategies, insurance and annuities, college savings, and
estate and legacy strategies.
Kern chose to work with Edward Jones because the company
fulfilled a specific qualification that he was seeking in working for a
financial services firm.
“I believe many firms in the industry are quick to say how well
they treat their clients; however, I wanted to be associated with a
firm that valued their employee relationships in the same manner,”
he said. “The accolades for our firm run deep from both sides of
the table. It’s been nominated in Fortune’s ‘100 Best Companies to
Work For’ 20 out of 22 years that the list has existed, and I believe
that’s because they have the same look and feel of the military,
where the mission is important, but the people are equally as
important as well.”
Kern stresses that regardless of one’s financial situation,
everyone needs to start at the same point—by having a solid
financial plan in place.
“That’s the one thing people desperately need the most,” he
said. “You wouldn’t design a house without an architect to plan on
how all the pieces will fit together. And a lot of people have sound
financial components to build their house, so to speak, but can’t
see how they all work together in unison. I can help them assemble
the various parts of their financial lives into a coherent vision that
will work to secure their financial future and at no cost to them.”
While he’s still in the process of moving across the country,
lugging boxes and putting miles on his cars, Kern has already
reached out to local organizations to become an active participant
in the community that he’ll be calling home once again. He’s a
member of the Chamber of Commerce, the McMurray Rotary and,
of course, the McMurray VFW.
As the son of parents who have suffered from cancer, he’s also
extremely supportive of any cancer-related causes to which he can
donate his time.
Bill with his wife Tracey.
Sons Will (17), Tyler (15) and Cody (11).
For more information on Edward Jones’ Bill Kern, call for a
consultation today at 412.344.0197. His office is located at 2535
Washington Road, Bldg 1100, Suite 1121, Pittsburgh, 15241. For
information on all the services Edward Jones can offer you, go to
the website at edwardjones.com.
PETERS TOWNSHIP
❘
FEBRUARY/MARCH 2020
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