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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Wealth Management
Kevin has been a Financial Advisor to his clients for 19 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation, which ranks him among the top advisors in the firm. Born in Alabama, Kevin earned a BS in Business Administration (Accounting) at Auburn University.
Kevin attained the Certified Public Accountant designation while working in public accounting after graduating from college. He worked for both a national accounting firm and regional accounting firm working in the disciplines of audit and tax.
Kevin also obtained the Certified Financial Planner designation and has provided financial planning services to executives and a select group of business owners. Outside of UBS, Kevin is a member of numerous associations, including: AICPA, TSCPA, the Chattanooga Estate Planning Council, and the CFA Society. He serves on the board of FACES and is actively involved with YoungLife. Kevin also enjoys coaching youth sports. He is an avid snow skier and enjoys playing golf.
Kevin lives on Signal Mountain with his wife Martha and four children, Caroline, Lauren, Matthew and Kate.
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
Credentials
Senior Vice President–Wealth Management
Kevin has been a Financial Advisor to his clients for 19 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation, which ranks him among the top advisors in the firm. Born in Alabama, Kevin earned a BS in Business Administration (Accounting) at Auburn University.
Kevin attained the Certified Public Accountant designation while working in public accounting after graduating from college. He worked for both a national accounting firm and regional accounting firm working in the disciplines of audit and tax.
Kevin also obtained the Certified Financial Planner designation and has provided financial planning services to executives and a select group of business owners. Outside of UBS, Kevin is a member of numerous associations, including: AICPA, TSCPA, the Chattanooga Estate Planning Council, and the CFA Society. He serves on the board of FACES and is actively involved with YoungLife. Kevin also enjoys coaching youth sports. He is an avid snow skier and enjoys playing golf.
Kevin lives on Signal Mountain with his wife Martha and four children, Caroline, Lauren, Matthew and Kate.
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
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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