Financial Advisor@ National Life Group
New York, New York, United States
Kevin McWilliams
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Brookdale Community College
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FlashIntel GPTKevin McWilliams is a highly experienced financial advisor with 18.3 years of work experience. Based in the United States, he specializes in providing comprehensive financial services to his clients, ensuring their goals are met and protected from hardship or challenging times. Kevin's practice continues to grow through referrals, thanks to trust and loyalty. His specialties include individuals and families, permanent and term life insurance, disability income insurance, financial planning, IRAs, 529s, wealth accumulation, estate planning, long term care planning, business owners, group or individual life insurance, employee benefits, DB/DC plans, and fiduciary responsibility.
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About
My mission is to provide unparalleled financial services by understanding the true goals and concerns of my clients and protecting their assets from hardship or challenging times. Every individual or business owner will receive a comprehensive financial snap shot and a true understanding of what it will take to reach their goals. My practice continues to grow through your referrals, thank you for your trust and loyalty.Specialties: Individuals and Families:Permanent and Term Life InsuranceDisability Income InsuranceFinancial Planning; IRAs, 529s and wealth accumulationEstate PlanningLong Term Care PlanningBusiness Owners:Group or Individual Life InsuranceEmployee or Executive BenefitsDB/DC plans and your fiduciary responsibilityBuy / SellDI, overhead expense DI
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Kevin McWilliams's Professional Milestones
- Sales Assistant (2006-06-01~2007-11-01): Exceeded sales targets consistently, fostering client satisfaction and fostering a positive customer satisfaction.
- Financial Advisor (2009-12-01~): Provided strategic financial guidance to client organizations, improving their performance and driving financial success.
Education
Business
2002-2005Certification
Colleagues
Crystal Chen
former traditional business owner lead recruiter insurance broker financial services business owner
Casey McNeil
finance leader | men’s shop owner | airbnb superhost
Leslie Wilcox
ECM Product Owner
Emily O'Brien
Product Owner
Jennifer Tran
🔹LIFE INSURANCE: Don’t have to Die to Use - Family Protection - Investment - Security - Tax-Free Retirement 📥 Message Me 😉 Financial Services Professional || Business Owner
Other Named Kevin McWilliams
Frequently asked questions
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Kevin McWilliams works for National Life Group
Kevin McWilliams's role in National Life Group is Financial Advisor
Kevin McWilliams works in the industry of Financial Services
Kevin McWilliams's colleagues are Crystal Chen,Casey McNeil,Leslie Wilcox
Kevin McWilliams's latest job experience is Financial Advisor at National Life Group
Kevin McWilliams's latest education in Brookdale Community College
