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portrait of Kevin O'Fee
FINANCIAL ADVISOR

Kevin O'Fee

1857 San Marco Rd Ste C-205, Marco Island, FL 34145opens in a new window
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About Kevin

I began my career in financial services in 1981 in New York City. In 2014, I established my business with Edward Jones on Marco Island. Throughout that time, I have been quoted and published in a wide range of financial media including: The Wall Street Journal, Forbes, The Chicago Tribune, Investment News, Institutional Investor, National Underwriter and Reuters. I offer my clients the knowledge I have garnered from over forty years of experience in financial services.

I graduated from Rutgers College with a BA in English and earned an MBA from the Rutgers Graduate School of Management. I completed the Darden...

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Sustainable investing
  • Insurance & Annuities
  • Retirement Savings Strategies

Work History

  • Edward JonesSeptember 2014 to Current

Education

  • Rutgers Univ-NewarkMasters

Personal Interests

  • Volunteering
  • Reading
  • Golfing

Team Members

  • Janeth Guzman
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(239) 394-2412

Fax

(855) 690-3189

Office Address

1857 San Marco Rd Ste C-205
Marco Island, FL 34145opens in a new window

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