Kevin Mcgrath Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® @ New York Fitness
Kevin Mcgrath's Location
Atlanta, GA, US
Kevin Mcgrath's Work
- CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® @ New York Fitness
- Senior Vice President--Wealth Management @ New York Fitness
- USMC Officer and A-4 Skyhawk Pilot @ United States Marine Forces Reserve
Kevin Mcgrath's Education
- University of South Carolina-Columbia
B.S.
1974 - 1978 - CFP Board
CERTIFIED FINANCIAL PLANNER™
2005 - The American College for Financial Services
Chartered Special Needs Consultant® (ChSNC®)
2018
- Academy of Special Needs Planners
(Special Needs Planning)
2016
Kevin Mcgrath's Skills
- Estate Planning
- Mortgage Lending
- Wealth Management
- Fiduciary Services
- Goals Based Investing
- College Education Planning
- Microsoft Excel
- Certified Financial Planner
- Investment Advisory Services
- Piloting
Kevin Mcgrath's Summary
Kevin McGrath, based in Atlanta, GA, US, is currently a CERTIFIED FINANCIAL PLANNER™ | Chartered Special Needs Consultant® at UBS, bringing experience from previous roles at UBS and United States Marine Corps. Kevin McGrath holds a 1974 - 1978 B.S. @ University of South Carolina-Columbia. With a robust skill set that includes Estate Planning, Mortgage Lending, Wealth Management, Fiduciary Services, Goals Based Investing and more, Kevin McGrath contributes valuable insights to the industry. Kevin McGrath has 4 emails on RocketReach.
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