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
- 2004 -now Managing Director and CEO @
- 2004 -now Managing Director and Chief Executive Officer @
- 1989 -1994 Tax Manager @
Kevin Margolis Education
- University of Texas
Bachelor of Business Administration (Accounting, Finance)
1985-1989
Kevin Margolis Skills
- Tax
- Management
- Due Diligence
- Investments
- Finance
- Mergers and Acquisitions
- Strategic Planning
- Financial Analysis
- Wealth Management
- Financial Planning
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 Tax, Management, Due Diligence, Investments, Finance and more. Kevin Margolis has 1 emails and 2 mobile phone numbers on RocketReach.
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