Kevin joined the New York Metro Branch of Equitable in February 1999. As a financial professional, he focused his business on working with high-net-worth individuals and business owners to help them with a well-rounded approach to their financial planning.
In recognition of his consistently outstanding personal performance, as well as, his skills at business building, Kevin was promoted to a District Manager in 2002. Based on his strong leadership, in 2006 he was promoted to Senior Vice President and then in 2007, he became Executive Vice President of the Edison Branch alongside John DeLiso.
In July of 2020, Kevin and his partner Ted announced that the Edison branch would be merging with the Connecticut branch and come together as “The Liberty Branch”. Under their leadership, they manage 240 experienced associates and continue to be a leader in providing financial advice, protection, and retirement strategies in the tri-state region.
A graduate from the University of Rhode Island, Kevin received a Bachelor of Science and Finance degree.
An industry leader, Kevin has been recognized for his achievements. He is the recipient of multiple District Leadership Awards, National Builders Trophy and five President’s Trophy awards in recognition of outstanding management and sales leadership. Kevin continues his relationships with his clients and is recognized as a Sterling Producer.
Kevin stays current with industry relations and organizations. He maintains his professional memberships by participating in the Equitable’s Old Guard, General Agents and Managers Association, National Association of Insurance and Financial Advisors, Million Dollar Round Table and Registered Principal with the National Association of Securities Dealers.
Kevin currently resides in Madison, New Jersey with his wife and their four children.
CA Insurance license# 0K55390