Senior Vice President–Wealth Management
Financial Advisor
Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with 17 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 SpecialistSM (AAMS®) and a Chartered Retirement Plan SpecialistSM (CRPS®). Kevin’s specialized training provides him with the expertise 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 Baltimore, MD with is wife, Crystal.
Kevin plays an active role in the Baltimore community through serving on the Board of Directors to the Good Samaritan Hospital Foundation, acting Director of AFP (Annual Funding Plan) for the Epic Church in Canton, member of the Marine Corps League; Baltimore Detachment 565, and a member of the Police Emerald Society.
Education
Credentials
Senior Client Associate
Sherry Bynoe is a Senior Registered Client Service Associate with UBS Financial Services, Inc. She attended the University of Maryland and graduated with a degree in Agriculture and Resource Economics. Sherry has been in the financial services industry for 11 years and joined UBS Financial Services in 2005. Working together with your Wealth Management Team, Sherry will develop a personalized client experience designed to fit your overall investment and banking needs.
Education