Kevin Porter, CFP
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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
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Kevin Porter, CFP

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor

Kevin Porter, CFP

8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

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
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

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
  • (203) 291-1017

Email Me

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Learn more at ubs.com/wealthway.

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