Kevin McGrath
About Kevin McGrath
Vice President Kevin McGrath
Kevin McGrath currently holds the position of Vice President. In this role, he leverages nearly 30 years of experience to design and implement comprehensive charitable planning solutions. His expertise is regularly sought after by financial professionals and organizations.
Kevin McGrath's Education
Kevin McGrath graduated from Purdue University with a degree in Financial Counseling and Planning. This educational background has equipped him with the knowledge to navigate complex financial landscapes and provide expert guidance in charitable planning.
Kevin McGrath's Financial Planning Expertise
With almost 30 years of experience, Kevin McGrath has specialized in creating and executing comprehensive charitable planning solutions. His work in this area demonstrates a deep understanding of financial structures and a commitment to effective planning.
Kevin McGrath's Presentations and Speaking Engagements
Kevin McGrath regularly presents at broker-dealer meetings, conferences, and continuing education events for financial professionals. He is known for his ability to simplify complex information, making it accessible to a wide range of audiences.