Kevin Ta,

Kevin is passionate about helping clients build enduring financial legacies through thoughtful advice, proactive engagement, and putting their best interests first.

With over 25 years of leadership and advisory experience, Kevin offers a distinctive perspective shaped by roles as a market director, family office team lead, wealth and estate planner, and investment advisor across private banks, trust companies, investment advisory firms and a broker-dealer. This breadth of experience, spanning investment management, estate planning, asset protection, risk management and fiduciary strategies, gives him a unique advantage in helping clients achieve greater clarity, control and peace of mind.

Prior to joining Raymond James, Kevin served as Senior Vice President at PNC Private Bank, U.S. Trust and Wells Fargo Private Bank, as well as Senior Planner at Edward Jones Private Wealth, where he advised high-net-worth and ultra-high-net-worth families on investment, fiduciary, and wealth planning strategies.

He holds the Certified Financial Planner^®, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner designations, and has been featured in U.S. News & World Report and USA Today. He also holds the Series 24, 7 and 63 registrations, along with the life, annuity, and health insurance licenses.

Committed to his community, Kevin served two terms on the Board of Directors of The Fairfax County Park Foundation and is an alumnus of the Leadership Fairfax signature program.

Beyond his work, he enjoys competing in basketball league games, skiing, photography, and traveling abroad with his family.