portrait of Kevin V Cavanagh
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Kevin

Throughout my life, I have always strived do things at the highest level. As a financial advisor, I work closely with you and your family to teach advanced wealth concepts that align with your financial future and the financial future of those you care about.

My branch has a focus on intergenerational wealth planning by implementing strategies that aim to maximize overall family wealth among generations. My conversations with clients tend to focus on high-level topics such as tax-efficient wealth transfer strategies, academic portfolio theory and design, asset location, retirement withdrawal strategies and tax advantaged investment strategies (i.e., Roth conversions and...

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2019 to Current

Education

  • Case Western Reserve UnivDoctorate
  • College of William and MaryMasters

Personal Interests

  • Spending Time with Family
  • Hockey
  • Board Games
  • Movies & Entertainment
  • Walking

Team Members

  • Kara Doerger
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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