Kevin Kane has been licensed in the investment industry for over 25 years, the last 24 with Raymond James Financial Services in Glenside, PA. He is a Financial Advisor, Investment Advisor Agent, and Life, Accident and Health insurance agent. In 2014, Kevin earned his Accreditation as an Accredited Asset Management Specialist SM from the College for Financial Planning and also earned his Chartered Retirement Planning Counselor SM designation.
Kevin is the past president of the Ancient Order of Hibernians in Havertown, a fraternal charity deeply involved in community betterment, a past president of LeTip of Glenside, a past president of BNI Jenkintown, a member of the West Gate Hills Civic Association, and a member of Brotherhood Lodge #126 F. & A.M. in Philadelphia. Kevin and his wife, Bridgett have resided in Havertown, PA for the past 17 years and have two children, Brigid-Shannon and Tommy.
Kevin keeps clients’ asset mix current and relevant by monitoring our client accounts, both on a portfolio level as well as individual security analysis, meeting with clients to help ensure their portfolios match our client’s goals and risk tolerance. He also keeps abreast of the latest innovative investments and wealth planning strategies by attending numerous financial planning events and industry educational courses. Kevin brings a wealth of experience and knowledge in dealing with a wide variety of investments through all market conditions and stands ready to assist our clients in developing meaningful investment plans, guiding them through the implementation process, and providing ongoing monitoring and suitable adjustment recommendations.
Fun Facts: Kevin has played and coached football for over 20 years, and holds a dual citizenship with the Republic of Ireland.