About My Practice
I work only with select clients so I can focus more intimately on you - understanding your life, your business, your legacy and those significant issues and concerns that can strategically impact your financial decisions. Because I work exclusively with individuals and families of substantial means, I am well-versed in the most current and sophisticated wealth management techniques. My ultimate goal is to help you anticipate and meet the challenges and opportunities ahead. That's why I focus on developing a relationship with you that targets five key elements for your financial success: making, keeping, enhancing, protecting and transferring wealth.
Kevin focuses on designing customized wealth management strategies for high net worth investors. Prior to joining the team in 2012, Kevin spent 12 years with Morgan Stanley Smith Barney as a Financial Advisor, where he obtained his Certified Financial Planner™ certification. Kevin has received numerous awards, including The Pacesetter Award, Wealth Management Practice of the Year (2008) and the Financial Planning Specialist award. Kevin is a graduate of William Paterson University and resides in Wyckoff, NJ.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Vice President- Wealth Management
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.