About Kevin
Serving the Atlanta area, Kevin provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Kevin works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Kevin joined Fifth Third Private Bank as a Wealth Management Advisor in the Atlanta region in 2019. He has almost two decades of experience in wealth management. Prior to joining Fifth Third, he worked for Wilmington Trust, Morgan Stanley and Wells Fargo Private Bank.
As a Wealth Management Advisor, Kevin collaborates with an integrated team of specialists in financial and retirement planning, investment management, trust and estate planning, banking, and insurance to implement customized strategies and solutions for high-net-worth clients.
As a Wealth Management Advisor, Kevin collaborates with an integrated team of specialists in financial and retirement planning, investment management, trust and estate planning, banking, and insurance to implement customized strategies and solutions for high-net-worth clients.
Education
Kevin received his BA, from the University at Buffalo MA, Stony Brook University.
Licenses & Professional Designations
- CPWA®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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