Kevin has devoted his career to serving as a trusted resource to provide clients with the guidance they desire as he designs a financial vision that is strategic and achievable. Following his role at Morgan Stanley, he joined Barnum Financial Group as a financial advisor in 2018. Kevin’s team consists of several advisors and support members, guaranteeing efficient communication and fast turnaround time. He provides a comprehensive client experience and works effortlessly to provide people with the knowledge and information they need to make informed financial decisions with confidence.
Kevin also serves as a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Kevin assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Kevin specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Kevin is focused on working with his clients to build a relationship that provides them with confidence that they are connected and in control of their financial life with a clear roadmap for the future.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance License #4066717. AR Insurance License #18995881
*MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.
Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421