Easton, Maryland, United States
Kevin began his career in financial services 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 principal and branch manager of the Annapolis, Maryland office in 1994. Building on solid industry experience, 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, 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 in 2006, 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 passed the Series 7, 8, 31, 63 and 65 exams. Kevin resides in Indian River County, Florida with his wife of 35 years, Terry and they have three grown children. When not in Florida he enjoys traveling to visit with family, clients and friends. Active in the community he is a supporter of The Sultana Educational Foundation, The Indian River Art Academy and The Juvenile Diabetes Research Foundation (JDRF). His interests include pickle ball, tennis, cycling, boating, travel and spending quality time with family and friends.
Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.