Kevin is a member of the Wealth Solutions group, an experienced team of consultants who collaborate with resources across Raymond James to find solutions for advisors and their high-net-worth clients that help to address complex wealth management needs.
His areas of expertise include reviewing, interpreting, summarizing and explaining sophisticated estate plans; income tax planning and tax mitigation strategies; wealth transfer planning; financial and estate planning; succession planning for business owners; stock compensation planning for corporate executives; and planned charitable giving.
Before joining Raymond James in 2006, Kevin was an attorney in Clearwater, Florida, practicing estate and gift tax planning, as well as representing business owners and high-net-worth families. Earlier in his career, he was a tax manager at an international accounting firm in Miami.*
He graduated from the University of California at San Diego with a Bachelor of Science degree in Economics and Political Science. He received a Juris Doctor from Ohio Northern University College of Law and a Master of Laws degree with a specialization in tax law from the University of Florida College of Law.
He is a member of the Florida Bar and the Real Property, Probate and Trust Law section of the Florida Bar.
In his free time, Kevin enjoys hiking on and maintaining Florida nature trails.
Raymond James is not affiliated with any organizations mentioned.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.