Kevin Margolis Email & Phone Number
Managing Director and CEO @ SFMG Wealth Advisors
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Kevin Margolis Location
- Plano, TX, US
Kevin Margolis Work
- Managing Director and CEO @ (September 2004 - Present)
- Managing Director and Chief Executive Officer @ (September 2004 - Present)
- Tax Manager @ (January 1989 - January 1994)
Kevin Margolis Education
- University of Texas
Bachelor of Business Administration (Accounting, Finance)
1985-1989
Kevin Margolis Skills
- Due Diligence
- Finance
- Financial Analysis
- Financial Planning
- Investments
- Management
- Mergers & Acquisitions
- Strategic Planning
- Tax
- Wealth Management
- Mergers and Acquisitions
Kevin Margolis Summary
- Kevin Margolis, based in Plano, TX, US, is currently a Managing Director and CEO at SFMG Wealth Advisors. Kevin Margolis brings experience from previous roles at SFMG Wealth Advisors and KPMG Us. Kevin Margolis holds a 1985 - 1989 Bachelor of Business Administration in Accounting, Finance @ University of Texas. With a robust skill set that includes Due Diligence, Finance, Financial Analysis, Financial Planning, Investments and more. Kevin Margolis has 1 emails and 2 mobile phone numbers on RocketReach.
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