Kevin Plank Email & Phone Number
Certified Financial Planner @ Bailey Wealth Advisors
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Kevin Plank Location
- Beachwood, OH, US
Kevin Plank Work
- 2004 -now Certified Financial Planner @
- 1996 -2004 Registered Principal, Certified Financial Planner @ Raymond James Financial Services, Willoughby Hills Office
- 1989 -1996 State Vice President, Financial Advisor @ FN Investment Center, First Nationwide Bank
- 1983 -1989 Group Benefits Specialist, Financial Planner @
Kevin Plank Education
- Baldwin Wallace University
Bachelor of Arts (Business, Political Science, Accounting)
1974-1978
Kevin Plank Skills
- Executive Compensation Planning
- Estate Planning
- Investments
- Personal Tax Planning
- 401K And Defined Benefit Pension Plans
- Retirement Planning
- Business Succession And Exit Planning
- Employee Benefits
- Wealth Management
- Profit Sharing
Kevin Plank Summary
- Kevin Plank, based in Beachwood, OH, US, is currently a Certified Financial Planner at Sagemark Consulting. Kevin Plank brings experience from previous roles at Raymond James Financial Services, Willoughby Hills Office, FN Investment Center, First Nationwide Bank and MassMutual Financial Group. Kevin Plank holds a 1974 - 1978 Bachelor of Arts in Business, Political Science, Accounting @ Baldwin Wallace University. With a robust skill set that includes Executive Compensation Planning, Estate Planning, Investments, Personal Tax Planning, 401K And Defined Benefit Pension Plans and more. Kevin Plank has 1 emails and 1 mobile phone numbers on RocketReach.
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