Kevin Barton Email & Phone Number
Founder, Managing Principal @ Elevate Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kevin Barton Location
- Phoenix, AZ, US
Kevin Barton Work
- 2014 -now Founder, Managing Principal @
- 2012 -2014 Retirement Plan Specialist; Financial Advisor @
- 2007 -2012 Corporate Retirement Plan Consultant @
- 2005 -2007 Client Relationship Manager @
- 2004 -2005 Senior Regional Sales Representative @
- 1998 -2004 Internal Wholesaler, Separate Managed Account Administrator @
Kevin Barton Education
- University of Arizona, Eller College of Management
Bachelor of Science, Business Administration - BSBA
- Nogales High School
Kevin Barton Skills
- 401k
- Series 6
- Profit Sharing
- Series 63
- Retirement Services
- Plan Design
- Retirement
- Series 7
- Mutual Funds
- Defined Benefit
- Employee Benefits
- Investments
- Pensions
- Retirement Planning
- ERISA
- Annuities
- Consultative Selling
- Insurance
- Asset Management
- Financial Planning
- Investment Advisory
- Asset Allocation
- Compliance
- New Business Development
- Portfolio Management
- Customer Relations
- Wealth Management
- Benefits Administration
- IRA's
- Alternative Investments
- Deferred Compensation
- Securities
- Strategic Planning
- Public Speaking
- Coaching
- Benefits
- Financial Advisory
- Finance
- Defined Contribution
- Business Planning
- Fixed Annuities
- 401(k) Retirement Savings Plans
- Business Development
- PowerPoint
- Account Management
- Microsoft Office
- Microsoft Word
- Customer Service
- 401 Retirement Savings Plans
Kevin Barton Summary
- Kevin Barton, based in Phoenix, AZ, US, is currently a Founder, Managing Principal at Elevate Financial. Kevin Barton brings experience from previous roles at CBIZ Financial Solutions, Inc, ADP Retirement Services, Empower Retirement fka Great-West Retirement Services and Voya Investment Management fka ING Funds. Kevin Barton holds a Bachelor of Science, Business Administration - BSBA @ University of Arizona, Eller College of Management. With a robust skill set that includes 401k, Series 6, Profit Sharing, Series 63, Retirement Services and more. Kevin Barton has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Kevin Barton?
Find contact details for 700 million professionals.
Others Named Kevin Barton
Kevin Barton
CEO - Chief Executive Officer
London, GB
Kevin Barton
Group Director, Pharmacy Merchandising
Bentonville, AR, US
Kevin Barton
Director of HR Strategic Initiatives
Buffalo, NY, US
Kevin Barton
Managing Director, Relationship Manager
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co