Kevin Ragon

With over a decade of experience in financial services, I am dedicated to helping individuals meet their financial goals. Together, we develop an investment plan around your needs/wants as well as tolerance of portfolio volatility.

Financial Advisor, AAMS® at Wells Fargo in Peoria, AZ

About

My extensive experience — throughout major shifts in the markets — enables me to help you structure a balanced portfolio to address your specific financial goals. I began my financial services career as a Financial Representative with State Farm in Reno, NV. In 2009, I joined Edward Jones in Phoenix AZ, where I worked for four years. I then moved my practice to Wells Fargo Advisors so I could focus on serving your complete Wealth Management needs. Committed to your needs, I am available for appointments six days a week. I am proud to be helping my neighbors and communities to navigate their investments and financial strategies.

Address
8281 W Lake Pleasant Pkwy in Peoria, AZ 85382
Info
Languages: English
Year started: 2004

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Specialties

  • Annuities
  • Life
  • Long-term care
  • Other

Servicing

Credentials

Licenses

Series 7
License # 2085799
Series 66

Certifications

AAMS®

Accomplishments

Awards

Medical Specialist
Medical Specialist
Medical Specialist
Medical Specialist

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Services Representative
Personal Lines Underwriter
Sales Representative / External Wholesaler
Sales Manager
Financial Advisor
Financial Advisor, AAMS®

Education

Kirkwood Community College
University of Iowa

Disclosure

Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest and most respected financial institutions. In business since 1852, Wells Fargo is known and respected for its responsible stewardship of its clients’ assets.