Kevin has been dedicated to helping high-net-worth families manage their wealth since 2005. He joined Mercer Advisors in 2014, bringing with him extensive experience from his previous role as a wealth management advisor at TIAA-CREF. There, he specialized in addressing the unique financial needs of professionals in the academic, research, medical, and cultural sectors. Kevin holds a degree in international business from Loyola University in Maryland and enriched his education with studies at the International School for Economics in Rotterdam. He is also a FINRA Series 66 license holder. Kevin resides in Havertown, Pennsylvania, with his wife, Ellie, and their three sons, Braeden, Christian, and Andrew.
Hockessin
7234 Lancaster Pike Suite 220A Hockessin, Delaware 19707