Kevin Smith
Vice President, Financial Advisor
CFP®
Contact Kevin
Team Office
Kevin’s Locations
Malvern, PA 19355 (610) 651-2777
About Kevin
Kevin has more than a decade of experience providing financial advice. His passion for financial planning is rooted in building long lasting relationships. Kevin believes listening and empathy paired with expertise in each interaction is the key to high quality advice. He works with his clients to help them navigate twists and turns of their unique life events so they can spend time where they value most.
Kevin resides in Downingtown, PA with his wife Lauren and daughters Olivia and Rylee. He enjoys spending his free time traveling to see family, playing recreational sports, and rooting on Philadelphia sports teams.
- Certified Financial Planner Professional
Education
- BS - Finance, Immaculata University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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