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. He uses his background in client service and financial planning to support advisors in helping clients fulfill their lifetime goals. Kevin graduated from Wesleyan University with a Bachelor of Arts majoring in government and minoring in data analysis, and a certificate in international relations. During his time at Wesleyan University, he was a member of the men’s Lacrosse team. Kevin holds the FINRA 66 license.
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