Seacoast Investment Services

Kevin Sercia

Kevin Sercia

Seacoast Investment Services

FINANCIAL PLANNING ANALYST

Kevin is a Financial Planning Analyst with more than 5 years of comprehensive wealth management experience. He has a passion for the financial planning process, and works with the Wealth Management Team to develop, analyze and maintain financial plans for our clients. Kevin started his career in Equity Research for Stifel, before becoming an Advisor for Merrill Lynch. He is a veteran of the United States Navy, and graduated from the United States Naval Academy. Born and raised in the Stuart, Florida area, Kevin has returned home with his family after spending a few years in Denver and Baltimore. Kevin also works closely with executives and business owners in the qualified plan space providing guidance regarding plan design options, evaluating record keepers, benchmarking fees, and owners understand their fiduciary responsibilities.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from,and not affiliates of Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

Four Promises. One Goal.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
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Get you comfortable with the right products and the right team to serve you
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Make your day-to-day banking simple
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Resolve out-of-the-ordinary items responsively
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Invest in you and your community