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
  • CT
  • FL
  • GA
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC

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

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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