Kevin Murray, CFP®

Kevin Murray, CFP®

Senior Partner and Founder

Phone: 800-476-9150
Fax: 800-392-2179
E-mail:
 

Kevin is the Founder and a Senior Partner at PRESTIGE Wealth Strategies. PRESTIGE Wealth Strategies is a financial services firm that works with clients with investable assets of $1 Million dollars and more. Kevin's clients include affluent individuals, companies and corporations across many geographic regions within the United States. Kevin specializes in asset management, estate preservation strategies, along with asset/estate distribution.

Kevin has been involved the financial services industry since 1996. Kevin entered the financial services industry directly after graduating from Canisius College (Buffalo, NY) with a Bachelor's degree in Finance. Kevin also played Division I baseball at Canisius.

In the year 2000 Kevin was promoted to a Divisional VP for AXA Advisors. As a manager, Kevin won numerous management and production awards including the Gold National Builders Award which is earned by the #1 District Manager in the United States for AXA Advisors.

In the year 2006 Kevin was promoted to Executive VP for AXA Advisors and moved to Pittsburgh to manage the western Pennsylvania and West Virginia areas which included over 100 financial professionals.

Throughout his career Kevin has been earned many Awards and Accomplishments:

Recognition as a Financial Professional:

LPL / AXA Gold Producer - 2018, 2017, 2016, 2015, 2014, 2013, 2012

AXA Hall of Fame Production Member

2016 Order of Excalibur Production Award

2018 Hallmark III Production Level

2016 Hallmark II Production Level

2012  Hallmark I Production Level

Bronze Eagle Production Level 2018, 2017 & 2016

Summit Production Level - 2018, 2017, 2016, 2015

Centurion Production Level - 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

Circle of Excellence Production Level - 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011 & 2010

National Leaders Corps - 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2004, 2001

Member of the Paramount Planning Group, Sterling Group, Quantum Leap Group, Platunum Producer Group Program. 

 

Recognition as a Divisional Vice President: 

Gold National Builders Award  (#1 in Country)  - 2005

National Builders Trophy - 2004, 2003, 2001

District Leadership Award - 2005 (#1 in Country), 2004 (#8 in Country), 2003 (#9 in Country), 2001 (#14 in Country) Developing District Award – 2000

 

 

 

 

 

 

 

 

 

 

 

 

 

PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Kevin is a member of the Sterling Group, a division of AXA Advisors, LLC, which consists of a select group of financial professionals who are distinguished for achieving a high standard of experience and service.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.