Kevin Gray EA, CFP®
Kevin has spent the majority of his career consulting other investment and tax professionals across the country regarding their high net worth clients and how to best plan for working towards their most important financial goals.
Kevin has held positions as a Regional Vice President with one of the largest insurance and asset managers in the US, followed by a Regional Director role for a global asset management company focused on providing risk managed investment strategies to individuals and institutions. Kevin is currently partnered with LPL Financial, the largest independent broker dealer*, to provide his clients a comprehensive approach to wealth management and access to industry leading resources.
Kevin earned an Ivy League degree in economics from the University of Pennsylvania. In addition to holding FINRA series 7, 63 & 65 securities registrations through LPL Financial, Kevin also holds his CERTIFIED FINANCIAL PLANNER™ professional designation in hopes of providing a more in depth and trusted approach for clients.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.