Kevin Moriarty

Kevin joined Mercer Advisors as a client service specialist in 2024. He began his career in the financial services industry in 2021 with Stifel Financial Corp. as a registered client service associate. Kevin utilizes his background in client service and financial planning to support advisors in helping clients fulfill their lifetime goals. He is passionate about interacting with clients daily to make their financial goals less complicated and more attainable.

Kevin is inspired by Warren Buffett and his dedication to value investing and a frugal lifestyle. Kevin graduated from Wesleyan University with a Bachelor of Arts, majoring in government and minoring in data analysis, along with a certificate in international relations. He also holds the FINRA Series 63 and Series 65 licenses.

During his time at Wesleyan University, he was a member of the men’s lacrosse team. Kevin believes his experience as an athlete allows him to work well in teams and develop deep relationships.

In addition to lacrosse, he enjoys playing basketball, football, golf, pickleball, and video games in his spare time. Originally from Connecticut, he loves living Brooklyn.