Meet The Team

Kevin Sercia

Kevin Sercia

Wealth & Trust

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.

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