Kevin Woodall is a financial planner with Creative Capital Group at Money Concepts in Louisville, Kentucky. He is certified in Long Term Care and specializes in employee benefit package reviews to ensure his clients are taking full advantage of what is offered by employers. Kevin is passionate about helping his clients reach their financial goals. He gets to know his clients by looking at their entire financial picture, not only investable dollars, to assist them in making financial decisions in line with their specific goals. Kevin offers his clients a variety of investment and insurance products including individual securities, private money management solutions, mutual funds, annuities, life insurance, long-term care insurance and disability insurance. Because of his background in employee relations, Kevin has worked with and understands the concerns of people in many different areas and stages of life.
Born and raised in Louisville, Kentucky, Kevin earned his Bachelor of Science degree in Education from the University of Louisville. He worked in human resources at UPS for eight years before deciding to go into financial planning in 2006. The transition from employee relations professional to financial advisor was a natural one for Kevin since his objective has always been to help people. This was a new area in which he could use his education background to teach his clients how to plan for a sound financial future. After spending his first year in financial planning at Prudential, Kevin quickly realized that he needed to work with a company that did not restrict him to a set number of products. It was at this point that he joined Money Concepts, an independent Broker Dealer. At Money Concepts, he is free to offer products that meet his client’s needs for their specific personal financial goals.
FINRA Series 6, 7, 63, & 65
Securities Licensed in KY, IN, FL, TN, MO
Variable Life licensed in KY, TN, IN
ACTIVITIES AND INTERESTS
Kevin and his wife Debby and their two sons Matthew and Zachary enjoy an active lifestyle. The family shares a common interest in fitness and sports. Kevin has been a Personal Trainer in the past, and Debby currently works full-time as an Assistant Director of Intramural Sports with the University of Louisville, fitness focus. Kevin has coached both of his sons' soccer teams at St. Martha Catholic Church, where he also serves as the Co-Chair of the picnic committee each year.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Creative Capital Group is an independent firm and not affiliated with Money Concepts