Experience

Veritas Boston Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Partner & Wealth Advisor

  • Apr 2019 - Present

  Boston, Massachusetts, United States 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… Show more 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. Show less