For more than 34 years, Kevin has been helping clients plan for retirement and manage their investment portfolios with an eye toward the future. He specializes in wealth preservation strategies, and all phases of retirement planning, including income management.

His deep experience and passion are clearly evident to the clients he serves, and he finds great fulfillment in helping people pursue their goals. He has a fascination for the markets and the geopolitical events that influence them. As a result, he stays fully informed on current events and makes note of any developments that could bring added value to his clients.

Before joining Raymond James in 2013, Kevin served as sub-complex manager at Morgan Stanley/Smith Barney for 25 years, where he was responsible for supervising three different offices. Earlier in his career, he also held positions at T. Rowe Price and The New York Times. He earned a bachelor’s degree in government from the College of William & Mary. He is also an arbitrator for the Financial Industry Regulatory Authority – FINRA.

Kevin is a native New Yorker and long-time Maryland resident and lives in Towson with his wife, Grace, and five children. Active in the community, Kevin finds fulfillment in serving as a volunteer at one of his favorite charitable organizations, the Maryland Food Bank. When not helping others, he enjoys the game of golf.