Kevin joined Raymond James after more than two decades with Merrill Lynch where he started in 2005, following the completion of his B.A. from John Carroll University and MBA from Case Western Reserve University, both in Cleveland, Ohio. He is an experienced financial advisor who, in addition to providing traditional advice and guidance, helps clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment methods.
He has also earned the privilege to use the mark of the CERTIFIED FINANCIAL PLANNER® certification (CFP®) from the Certified Financial Planner Board of Standards. As a financial advisor, he implements wealth management strategies to assist clients in achieving their goals. He resides in Clarence Center with his wife, Carly. He also serves as a baseball coach for their three boys, Kevin, Colin and Brendan.
Named to Forbes “Best-in-State Wealth Management Teams” list, 2023 & 2024
Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 9, 2024. Rankings based on data as of March 31, 2023
The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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