Kevin strives to provide successful people with the confidence and comfort to know that their financial goals are well taken care of so that they are free to pursue their passions. After spending the first 20 years of his career in the financial services industry working at well-known firms in Boston and New York City, Kevin is excited to be able to continue his career in the area where he was raised. Honest and well-rounded, he taps into the local expertise his team provides to enhance financial literacy within his community and help his clients reach their short- and long-term goals.
Prior to joining Raymond James with his team in 2015, Kevin served as vice president and Tri-Lakes regional manager with Champlain National Bank. Before that he was employed for more than 20 years in high-level roles with Nomura Securities, Lehman Brothers, Deutsche Asset Management and PanAgora Asset Management. Kevin earned his bachelor’s degree in German and international business from Pennsylvania State University and holds his Series 3, 7, 24, 55 and 63 licenses.
Although originally from Saranac Lake, Kevin makes his home in Lake Placid with his wife, Teresa, and their children, Amelia, Matthew and Brian. Active in his community, Kevin is a board member for the New York Ski Educational Foundation, the Adirondack Health Foundation and the Lake Placid Land Conservancy. In his free time, Kevin enjoys coaching youth athletics.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.