Kim Boylan

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Fernandina Beach, FL 32034

Credentials

CFP®, Series 66

Industry experience

13 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance Inheritance planning

Demographic focus

Widow/Widower

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew N

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Values-based investing Religious/faith focused

Donna P

Series 66

St Marys, GA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Suzanne W

Series 66

Kingsland, GA

Fidelity

Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.

General retirement planning Income planning Retirement income strategy Parents

Ira H

Series 63, Series 66

Yulee, FL

Fidelity

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing

Crystal H

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Women Professionals

Steven G

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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