Kevin is an Executive Director, Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Drawing on 20 years of industry experience with Morgan Stanley, Kevin develops customized wealth management solutions for entrepreneurs, C level executives, UHNW families and their foundations and private endowments. His team manages fixed income, equities and alternative investments on behalf of their clients. Kevin and his team have worked with a number of public and private executives, assisting them in maximizing value for their personal stock holdings and incorporating those holdings into comprehensive financial plans.
Kevin was selected by The Financial Times as one of the Top 400 advisors in the US (2016) and locally by Gulf Shore Magazine as one of the top investment advisors in Florida (2008-2016).
Kevin began his career with Morgan Stanley in 1996. Prior to that, Kevin played professional golf on the Hooters Tour, Nike Tour, Golden Bear Tour and various mini tours around the country.
Kevin graduated from Florida Atlantic University with a degree in Economics. While at Florida Atlantic University, Kevin was a three time All TAAC Conference Golfer and two-time All-Academic Conference Golfer.
Kevin and his wife, Jenna, are involved in numerous charitable organizations in Naples. Kevin is on the Board of Directors with The Immokalee Foundation, The First Tee Naples /Collier, Bonefish Tarpon Trust and is the past District Chairman, Southwest Florida Council of the Boy Scouts of America and member of the National Eagle Scout Association NESA.
Kevin, Jenna and their three children, Emma(15), Brooke(12) and Matthew(8) live full time in Naples, FL.
Securities Agent: AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures