Kevin Elmore, Cepa®
About Kevin Elmore, Cepa®
Kevin Elmore is a Wealth Strategy Associate and Associate Director at UBS Financial Services Inc, where he has worked since 2015. He has extensive experience in wealth management and operations, advising clients on total-wealth management and family wealth alignment.
Work at UBS Financial Services Inc
Kevin Elmore has been with UBS Financial Services Inc since 2011. He currently holds the position of Wealth Strategy Associate, Associate Director, a role he has occupied since 2015. In this capacity, he advises a select group of clients, focusing on managing their family's wealth in alignment with their greater purpose. Prior to this, he served as an Operations Manager, Authorized Officer, and Assistant Operations Manager. His experience at UBS spans over a decade, during which he has also worked as an Investment Associate.
Education and Expertise
Kevin Elmore studied Music Performance at Indiana University Bloomington, where he earned a Bachelor of Music (BM) degree from 1985 to 1991. He furthered his education at DePaul University, obtaining a Master of Music (MM) degree in Music Performance from 1991 to 1993. His educational background in music complements his financial expertise, enabling him to approach wealth management with a unique perspective.
Background in Financial Services
Before joining UBS, Kevin Elmore worked at ING as Assistant Vice President from 1998 to 2002. His career in financial services has been marked by a focus on operations and wealth management. He has developed a strong foundation in service delivery, particularly for The Entrepreneurs Group at UBS Private Wealth, where he emphasizes total-wealth management for successful entrepreneurs and their families.
Registered States of Operation
Kevin Elmore operates in multiple registered states, including Colorado, Connecticut, Delaware, Florida, Kentucky, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Puerto Rico, Utah, Virginia, Vermont, and Washington. This broad geographic reach allows him to serve a diverse clientele and address various wealth management needs.