Kevin Kernan,

WMS^TM First Vice President, Investments Wealth Management Specialist

With more than 30 years of experience in helping his clients reach their investment and financial goals, Kevin has experience in an array of investment strategies and services. He has the resources required to design and manage a comprehensive and customizable financial plan that is unique to each client’s personal financial needs.

Kevin is also able to help business owners grow, safeguard and ulƟmately transfer their greatest asset. His offerings include:

Business succession planning

Business sales and valuations

Retirement plans

Risk management

Investment banking services to include mergers, acquisitions and public offerings Kevin, who earned his undergraduate degree in Economics from Texas A&M University was certified as a Wealth Management Specialist in 2007.

As a native Texan, Kevin lives in Dallas where he enjoys golf and spending time with family and friends.

Dallas, TX

200 Crescent Court Suite 550 Dallas, TX 75201-6986
T: 214.720.7141
F: 214.720.0002
TF: 888.493.8745

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