McLean, Virginia, United States
I am a collaborative, advisor‑centric leader who believes in the power of servant leadership to build high‑performing teams and strong partnerships. With experience developing and executing sales, development, and marketing strategies across Europe and the United States, I focus on creating environments where Financial Advisors can deliver their best work for clients. My background spans the full spectrum of the wealth‑management business, including distribution networks, platforms, and enterprise‑level initiatives. I have a deep understanding of how to align cross‑functional partners and leverage global resources to strengthen best practices, accelerate strategic priorities, and enhance the advisor and client experience. With a BA in Economics from Yale University, I bring strong technical and sales‑management expertise across Portfolio Management, Asset Management, Fixed Income, and Structured Products. I’m passionate about helping firms and advisors grow, innovate, and serve clients through thoughtful strategy and hands‑on leadership. Please contact me by e-mail at [email protected] or by phone 703-245-0908. I cannot respond to messages through LinkedIn In Mail.
Lead the Private Client Group and Investment Services Group within Virginia, Washington DC, Maryland. Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tisdisclosure
Senior Branch Complex Director for Wells Fargo Advisors leading the Deerfield, IL wealth management complex. In this capacity Kevin ensures the right resources and support are delivered for the benefit of our financial advisors, clients and employees. With more than 25 years in the wealth management business, Kevin brings a wide breadth and depth of experience having served in a multitude of leadership capacities.