Kevin has over 32 years of investment management experience. He began his career at E. F. Hutton until 1993 when he joined RBC Wealth Management. Kevin has been developing & enhancing his mathematically-proven investment approach throughout his career, utilizing the efficient-frontier methodology. He is a member of the RBC Private Client Group, and he has received the Chairman’s Council Award for most of his professional career. Kevin graduated from the University of Mississippi with a Bachelor of Business Administration & Finance degree. Kevin holds the following securities licenses: Series 7, 8, 9, 10, 63, and 65.
Kevin has received the following awards & recognitions:
* Financial Times Top 400 Financial Advisor 2017, 2016, 2015, 2014
* Barron's Top 1,200 Financial Advisors 2017, 2016, 2015, 2014
* Forbes Top 500 Financial Advisors 2017
* Forbes Top 250 Financial Advisors 2017