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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with nearly 30 years of industry experience. Kevin’s business model is based on defining his client's current financial situation, helping to determine where the client wants to be in the future, and working to develop strategies and financial solutions for his clients.
In addition to having his securities and insurance licenses, Kevin is designated as an Accredited Asset Management Specialist (AAMS®) and a Chartered Retirement Plan Specialist (CRPS®). Kevin’s specialized training provides him with the knowledge necessary to assist his clients with wealth management, retirement planning and 401(k) consulting strategies.
Originally from York, Pennsylvania, Kevin served in the United States Marine Corps and emerged as a veteran of Desert Storm. He received his Bachelor of Science degree in Economics and Finance from York College of Pennsylvania and currently resides in Severna Park, MD with his wife and two sons.
Kevin plays an active role in the Baltimore community through serving on the Board of Directors Signal 13 Foundation, Trustee for Epic Church of Baltimore, life member of the Marine Corps League.
Accredited Asset Management Specialist and AAMSTM are registered service marks of the College for Financial Planning®. Chartered Retirement Plans SpecialistSM and CRPSTM are registered service marks of the College for Financial Planning®.
Education
Credentials
Senior Vice President–Wealth Management
Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with nearly 30 years of industry experience. Kevin’s business model is based on defining his client's current financial situation, helping to determine where the client wants to be in the future, and working to develop strategies and financial solutions for his clients.
In addition to having his securities and insurance licenses, Kevin is designated as an Accredited Asset Management Specialist (AAMS®) and a Chartered Retirement Plan Specialist (CRPS®). Kevin’s specialized training provides him with the knowledge necessary to assist his clients with wealth management, retirement planning and 401(k) consulting strategies.
Originally from York, Pennsylvania, Kevin served in the United States Marine Corps and emerged as a veteran of Desert Storm. He received his Bachelor of Science degree in Economics and Finance from York College of Pennsylvania and currently resides in Severna Park, MD with his wife and two sons.
Kevin plays an active role in the Baltimore community through serving on the Board of Directors Signal 13 Foundation, Trustee for Epic Church of Baltimore, life member of the Marine Corps League.
Accredited Asset Management Specialist and AAMSTM are registered service marks of the College for Financial Planning®. Chartered Retirement Plans SpecialistSM and CRPSTM are registered service marks of the College for Financial Planning®.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
