Senior Partner and Founder
Founder and Senior Partner
Kevin is a veteran of the financial services industry since 1996, he founded PRESTIGE Wealth Strategies after graduating with a bachelor’s degree in finance from Canisius College. Kevin also played Division 1 baseball at Canisius College. As a financial consultant, Kevin’s focus is on a goal-based wealth management and helping individuals and families in pursuit of their short-long term financial objectives. Kevin assists in the teams focus on goal-based wealth management approach where he reviews all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. Kevin holds the Certified Financial PlannerTM (CFP®) designation. Kevin is an avid sportsman who spends his time off fishing, coaching baseball and golfing. Kevin is originally from Buffalo, NY where he started his practice and is now a resident Mars, PA (North of Pittsburgh) where he lives on a 33-acre farm with his wife Carol, his sons Danny and Troy and their beloved dog Maple (Red Labrador).
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 Equitable Advisors, LLC or its affiliates.