Mariner Wealth Advisors
Kevin provides individuals and business owners with wealth management solutions, including investments, risk management, estate and tax planning, insurance planning as well as qualified and nonqualified retirement and benefit plans. He relies on the deep knowledge he has gained from business, legal and tax education to offer wealth advice to help clients reach their goals. Kevin believes the financial planning process should reflect clients’ vision and values and designs strategies that are flexible as their needs and goals change.
Prior to Mariner Wealth Advisors, Kevin practiced law in Orlando, focusing on tax, estate and asset protection planning for ultra-high-net-worth families.
He holds a BA in economics, a JD with honors and a Master of Laws in Taxation (LL.M.), all from the University of Florida.
This person is not in any offices
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.