Kevin Ta Email & Phone Number
Senior Wealth Manager
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Kevin Ta Location
- Washington, DC, US
Kevin Ta Work
- 2026 -now Senior Wealth Manager @ Lee Sipe and Associates, Inc.
- 2025 -2026 Senior Planner | Edward Jones Private Wealth @
- 2011 -2025 SVP and Senior Wealth Strategist | PNC Private Bank @
- 2010 -2011 SVP and Trust Market Director - Greater Washington Area (DC, VA, MD) | U.S. Trust @
- 1999 -2010 SVP and Senior Trust Advisor | The Private Bank @
Kevin Ta Education
-
(Executive Certificate in Financial Planning)
- Cannon Financial Institute
(Personal Trust (All Three Levels))
- George Mason University
B.A. Degree
Kevin Ta Skills
- Wealth Transfer
- Scenario Analysis
- Trust Management
- Tax Planning
- Project Management
- Relationship Building
- Strategic Planning
- Personal Trust
- Fiduciary
- Estate Administration
- Business Development
- Wealth Management
- Wealth Management Services
- Asset Allocation
- Asset Management
- Estate Planning
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Retirement Planning
- Wealth
- Investment Strategies
- Risk Management
- Banking
- Investments
- Financial Planning
- Private Banking
- Portfolio Management
- Trusts
- Trust Services
- Multi-generational wealth transfer
- Certified Financial Planner
- Asset Protection
- Charitable Trusts
- Asset Allocation Strategies
- Estate Tax Planning
- Fiduciary Services
- Life Insurance
- High Net Worth
Kevin Ta Summary
- Kevin Ta, based in Washington, DC, US, is currently a Senior Wealth Manager at Lee Sipe and Associates, Inc.. Kevin Ta brings experience from previous roles at Edward Jones, PNC, Bank of America and Wells Fargo. With a robust skill set that includes Wealth Transfer, Scenario Analysis, Trust Management, Tax Planning, Project Management and more. Kevin Ta has 1 emails and 1 mobile phone numbers on RocketReach.
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