Kevin has been helping families achieve their financial goals since 1986. He began his career at Shearson Lehman Brothers/Smith Barney where he worked until 1998. He then moved to Advest, where he was a financial advisor/branch manager until 2005, at which time he joined RBC Wealth Management. He is a graduate of Quinnipiac University, holding a Bachelor of Arts degree in finance with a minor in economics. Kevin has passed the Series 7, 8, 63 and 66 exams. He also holds the Accredited Asset Management Specialist℠ and the Accredited Wealth Manager℠ designations. The Accredited Wealth Manager℠ designation provides advanced knowledge of the wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high-net worth clients.
Kevin is a lifelong resident of Easton. He and his wife, Hala, volunteer extensively. He is a member of the Easton Lions Club and is on the board of trustees for the Natural Resources Trust of Easton. In their leisure time, Kevin and Hala enjoy traveling and spending time at their family’s summer home in Plymouth.
