Managing Partner, Agility Wealth Management
Financial Advisor, RJFS
As a Certified Financial Planner™ professional and Accredited Portfolio Management AdvisorSM, Kevin collaborates with clients to craft lifetime plans and helps them navigate the fads and fears of the market. He uses his two decades of industry experience to support clients in optimizing their saving, spending, investing – and especially, planning. “I truly care about my clients as if they were family,” he says. “I take the time to understand exactly what is most important to them.”
Kevin began his career in finance in 2001, and was on the 61st floor of Tower 2 in the World Trade Center working for Morgan Stanley during the Sept. 11 attacks. “I was out less than five minutes before my building came down. I like to say that God was looking over me that day.” He came out of that turbulent time resilient, building his practice through the years at Merrill Lynch, BBVA Compass Investments and Ameriprise. In 2021, he aligned with Raymond James and Agility Wealth Management, an Independent Practice.
He earned a B.S. in business administration from the University of Florida, where he was a member of the Pi Kappa Phi Fraternity and intended on playing football until an unfortunate injury ended that opportunity. He gives back to the community by coaching his sons’ football and baseball teams, volunteering since 2008 for more than 20 separate sports seasons.
He lives in Jacksonville with his wife, Hillery. They have two sons, Shane and Chase. In his free time, Kevin enjoys sports training with his sons, weight training, riding his 2014 Harley-Davidson Street Glide and reading. His favorite authors include Vince Flynn, Michael Connelly, Lee Child, Brad Thor and Cormac McCarthy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.