Kevin has been a licensed professional in the financial services industry for 17 years. He started his career at Waddell & Reed as a Financial Advisor and has spent the most recent 15 years at Prudential Financial and Raymond James Financial Services. Kevin brings a wealth of knowledge, experience and understanding of the financial planning process, that will make him an invaluable partner to the firm and our clients. Kevin is a licensed LPL Financial Advisor who strives in helping people pursue their goals.
Kevin grew up in Branford and now resides in North Branford. He graduated from Plymouth State University in New Hampshire with a Bachelor of Science degree in Business Management. He is engaged to his fiancé Jennifer whom he has known since high school and is set to wed in the Spring of 2022.
Outside of work Kevin and Jennifer spend their time enjoying the outdoors and all that northern New England has to offer, from hiking to skiing, snowmobiling, and boating. They also enjoy spending time with their 3 young nephews.
Kevin is excited to be a part of the Squareknot team and looks forward to assisting you alongside me, Anne & Stephanie!