Kevin Muñoz Email & Phone Number
First Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Kevin Muñoz Location
- Miami, FL, US
Kevin Muñoz Work
- 2022 -now First Vice President and Wealth Management, Financial Advisor @
- 2004 -2022 Associate Vice President, Investments and Wealth Management Specialist @
Kevin Muñoz Education
- Florida International University
Kevin Muñoz Skills
- Asset Management
- Investment Advisory
- Wealth Management
- Estate Planning
- Asset Allocation
- Investments
- Series 7
- Mutual Funds
- Annuities
- Retirement Planning
- Insurance Planning
- Portfolio Management
- Asset Protection
- Fixed Annuities
- Strategy
- Marketing
- Financial Modeling
- Leadership
- Microsoft Excel
Kevin Muñoz Summary
- Kevin Muñoz, based in Miami, FL, US, is currently a First Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. Kevin Muñoz brings experience from previous roles at Raymond James & Associates. Kevin Muñoz holds a Florida International University. With a robust skill set that includes Asset Management, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation and more. Kevin Muñoz has 2 emails and 2 mobile phone numbers on RocketReach.
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