Meet Kevin
Kevin has been dedicated to helping high-net-worth families manage their wealth since 2005. He joined Mercer Advisors in 2014, bringing with him extensive experience from his previous role as a wealth management advisor at TIAA-CREF. There, he specialized in addressing the unique financial needs of professionals in the academic, research, medical, and cultural sectors. Kevin holds a degree in international business from Loyola University in Maryland and enriched his education with studies at the International School for Economics in Rotterdam. He is also a FINRA Series 66 license holder. Kevin resides in Havertown, Pennsylvania, with his wife, Ellie, and their three sons, Braeden, Christian, and Andrew.
Articles by Kevin
Wealth Management FAQs for Dentists
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How To Minimize Taxes When Selling a Dental Practice
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