Email Me
$2.8 trillion
In invested assets globally
As of 06/30/2022
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Senior Vice President–Wealth Management
Kevin crafts a personalized and unique financial plan for clients living in retirement to help them develop a sustainable balance between appropriate spending and investment strategy.
Kevin began his career in 1991 after graduating from Auburn University with a B.S. degree in Finance. Early on in his professional career he saw the need to seek the CERTIFIED FINANCIAL PLANNER (CFP®) designation, which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. Kevin uses these strategies to provide highly personalized long-term financial plans to affluent families and individuals as well as business owners.
Kevin has a straightforward, practical approach to working with clients so that much of the confusion around finances and the complexities of the market are erased. He specializes in creating portfolios that match cash flow and risk to future expenses in a way that provides a source of stability during market distress.
In addition to his focus on retirement income and investment planning, Kevin has worked with numerous business and institutional clients. Kevin has been designated within UBS Financial Services to serve as a Senior Retirement Plan Consultant, thus enabling him to provide Consulting Services to retirement plan providers.
Kevin and his wife, Stacie, reside in Montgomery, Alabama and have three children. Kevin has served on the Boards of First United Methodist Church of Montgomery, Habitat for Humanity, YMCA Camp Chandler, the Montgomery Estate Planning Council, and currently the Stegall Seminary Scholarship Fund. Kevin enjoys many outdoor activities such as snow skiing, bow hunting, turkey hunting, fishing and CrossFit.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Kevin crafts a personalized and unique financial plan for clients living in retirement to help them develop a sustainable balance between appropriate spending and investment strategy.
Kevin began his career in 1991 after graduating from Auburn University with a B.S. degree in Finance. Early on in his professional career he saw the need to seek the CERTIFIED FINANCIAL PLANNER (CFP®) designation, which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. Kevin uses these strategies to provide highly personalized long-term financial plans to affluent families and individuals as well as business owners.
Kevin has a straightforward, practical approach to working with clients so that much of the confusion around finances and the complexities of the market are erased. He specializes in creating portfolios that match cash flow and risk to future expenses in a way that provides a source of stability during market distress.
In addition to his focus on retirement income and investment planning, Kevin has worked with numerous business and institutional clients. Kevin has been designated within UBS Financial Services to serve as a Senior Retirement Plan Consultant, thus enabling him to provide Consulting Services to retirement plan providers.
Kevin and his wife, Stacie, reside in Montgomery, Alabama and have three children. Kevin has served on the Boards of First United Methodist Church of Montgomery, Habitat for Humanity, YMCA Camp Chandler, the Montgomery Estate Planning Council, and currently the Stegall Seminary Scholarship Fund. Kevin enjoys many outdoor activities such as snow skiing, bow hunting, turkey hunting, fishing and CrossFit.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
