Kevin Meyersburg

Kevin brings over 25 years of experience in providing exceptional, personalized financial guidance to high-net-worth individuals and their families. His career is marked by a passion for service and a commitment to delivering tangible results.

Most recently a Managing Director at Morgan Stanley, Kevin spearheaded the Executive Services business-offering tailored advice and strategic planning to executives from more than 3,000 public companies, addressing the complex challenges presented by equity compensation. His prior roles at E*TRADE Financial further reinforced his expertise in client-focused financial solutions.

An MBA graduate from Fordham University and Series 65 license holder, Kevin lives in Demarest, NJ with his family, and enjoys balancing his professional life with pursuits like classic car restoration and skiing. His humble determination to empower clients defines his approach to building and preserving wealth.