Kevin joined Orbis Wealth / WealthShield Partners LLC as a Partner and Senior Wealth Advisor in April 2022. With more than 18 years of financial planning experience, Kevin built his career by focusing his attention on the needs of his clients. He provides comprehensive solutions, customized asset management strategies, and ongoing support to the families he serves.
Kevin joined the Orbis team to fulfill his lifelong career goal of having an independent firm that prides itself on quality planning as a fiduciary. It has always been Kevin's belief that proper planning begins with listening, respect, and genuinely caring for your clients. Putting their interests first and ensuring strong communication throughout the client experience has been the backbone of Kevin’s career as a Wealth Advisor.
Prior to starting with Orbis, Kevin worked for 16 years as a Senior Wealth Management Advisor at TIAA. He specialized in holistic planning with high-net-worth professionals in the academic and medical community. Before working at TIAA, Kevin was a financial planner with Guardian / Park Avenue Securities.
Kevin earned his bachelor's degree in business from CUNY Brooklyn College. He resides in Long Island, NY, where he has raised his two sons, Zachary and Matthew. In his free time, you can find Kevin watching sports, cooking for his family and friends, or traveling to new destinations where he can enjoy the local cuisine and culture.
Kevin is committed to his clients and the mission of Orbis Wealth. With the incredible resources at his disposal, including bespoke investment capabilities, robust technology, and a partnership network of dynamic, like-minded individuals, Kevin is well positioned to help his clients and their families reach their financial goals for generations to come.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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