Kevin Dufault

Partner & Wealth Advisor at Veritas Boston Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston, US
Skills

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Bio

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Credentials

  • Certified Plan Fiduciary Advisor
    NAPA National Association of Plan Advisors
    Aug, 2018
    - Nov, 2024

Experience

  • Veritas Boston Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner & Wealth Advisor
      • Apr 2019 - Present

      Kevin is a Partner at Veritas Boston Wealth Management where he is a Wealth Advisor. He focuses on wealth planning and goals-based financial strategies. He holds his FINRA 66 registration, Producer Health and Accident Insurance and Life Insurance Licenses. Prior to Veritas, Kevin spent 6 years as a Financial Advisor at Merrill Lynch Kevin earned his Bachelor's Degree from The College of the Holy Cross in Worcester, MA. While at Holy Cross, he served as a Board Member to the Business Program and was invited to attend Warren Buffett's Student Conference at Berkshire Hathaway's headquarters in Omaha, NE.

Education

  • College of the Holy Cross
    Bachelor's Degree
    -

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