Kevin is a Senior Vice President and wealth advisor for Wealthspire Advisors. As co-head of the Boca Raton office, he works with clients to help them understand their personal financial situation while developing and implementing solutions that integrate investment, insurance, retirement, tax, and estate planning strategies. Kevin especially enjoys working with business owners and executives to provide timely, meaningful financial advice in their busy lives and constantly changing environments. Holding previous positions as a financial advisor for Penn Mutual and AXA Equitable, he brings over 10 years of experience in the financial services industry and a strong background in financial planning and wealth management. In his free time, he enjoys golfing, traveling, and spending time with friends and family.
- Financial Advisor at Penn Mutual
- Financial Advisor at AXA Equitable
Education & Credentials
- BS, Johnson and Wales University, Financial Services Management, summa cum laude
- Certified Financial Planner™