At Salem Five Investment Services
For the past 5 years, Kevin has used his experience in the wealth management industry to help Salem Five clients navigate through their financial challenges. He specializes in asset management, income planning, legacy planning and hosting financial planning seminars.
Before Joining Salem Five Investment Services
Prior to joining Salem Five, Kevin held positions at a number of notable locations, including TIAA CREF, Citizens Bank and Bank of America.
University of South Carolina – BA, Business and Marketing
Suffolk University – CFP Program
Industry Licenses for series 7, 63, 65, held through LPL Financial.
Kevin grew up in Wakefield and now resides there with his wife and two daughters.
Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.