Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Kevin Porter, CFP

Senior Vice President–Wealth Management

I joined UBS as a Financial Advisor following 9 years as a Vice President - Investments at Smith Barney. I graduated from Fairfield University with a degree in Economics and obtained my MBA in Finance at the University of CT. I have been registered with Series 7, 61 and 63 securities licenses as well as insurance licensed for life, health insurance and variable annuities. I enjoy the outdoors and many sports including biking, kayaking and fishing. I also am active in sustainable (Green) initiatives. I live in Easton, CT with my wife Jody and my children, Lindsay, Madeline and James.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • MBA in Finance, The University of Connecticut
  • Economics, Fairfield University
  • Fairfield College Preparatory School

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

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Turn possibilities into a plan

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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