At Salem Five Financial
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 Financial
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.
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Securities and financial planning offered through LPL a registered investment advisor. Member FINRA/SIPC. Insurance products offered through SBLI and LPL Financial or its licensed affiliates. The LPL Financial Registered Life Representatives associated with this site may discuss/transact securities business with residents of: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA.
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