Kevin began his career in financial services at Baker Watts in 1981, after working with investors and developers in the real estate industry. In 1985, he joined Alex. Brown & Sons, was promoted to vice president in 1990 and then to principal and branch manager of the Annapolis, Maryland office. In 1994, he successfully completed the Securities Industry Institute course of study at the University of Pennsylvania’s Wharton School of Business. He joined Tucker Anthony, a predecessor to RBC Wealth Management, in 1999 as senior vice president and branch manager.
Kevin has also earned the firm’s internal, professional designation of Accredited Wealth Manager (AWM). By attaining the AWM designation, he has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies. RBC Wealth Management partners with the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University to design and deliver the Accredited Wealth Manager curriculum. Kevin has passed his Series 7, 31 and 66 exams, maintains his life and health insurance licenses and is registered in all 50 states. He has extensive experience managing client portfolios on a discretionary basis and is a portfolio manager as an approved member of the RBC Wealth Management Portfolio Focus program. Kevin is also a member of RBC’s President’s Council.
Kevin resides on the Eastern Shore of Maryland with his wife, Terry, and has three grown children. When not in Maryland, he enjoys spending time at their home in Vero Beach, Florida. Active in the community, he is a supporter of Sultana Educational Foundation and Indian River County Art Academy. His interests include tennis, cycling, boating, travel, golf and spending quality time with his family and friends.