Senior Vice President – Wealth Management & Financial Counseling
In his role as a Senior Wealth Counselor with Ferris Capital, Kevin leverages more than 17 years of industry experience to provide comprehensive financial planning and investment management solutions that integrate tax, estate and investment planning techniques for the firm’s high net worth clients.
Prior to joining the firm, Kevin held senior roles with Eaton Vance Distributors and Fidelity Investments. Kevin is also a decorated military veteran having served in operations Enduring and Iraqi Freedom as an officer in the United States Marine Corps.
When not in the office, Kevin enjoys spending time traveling to warm locales with his wife and two children, rooting for New England’s sports teams, and “attempting” to train his incorrigible Old English Bulldog, Zoey.