Kevin Myers

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About Kevin Myers

Kevin is a Partner and a senior leader on the Private Wealth Management Team at Flynn Financial Partners (F2). With over 25 years of financial services experience, he takes a genuine interest in his client's personal and financial needs, working with them to cultivate long-lasting relationships. Kevin is committed to assessing market and lifestyle risks and their impact on his clients' objectives. His primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.

Kevin is a lifelong learner and holds several designations, including the Certified Financial Planning (CFP), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and IRS Enrolled Agent (EA). In addition, he maintains FINRA Series 7 and 65 licenses and life, health, and variable annuities product licenses. He received his B.A. in Economics from Binghamton University.

Outside of work, Kevin lives in Rye, NY, with his family and two dogs. He enjoys exercising, cooking, and spending quality time with his loved ones. Kevin is passionate about financial literacy education and collaborates with various entities such as Barrons Magazine, Binghamton University, Iona University, Mount Saint Michael High School, and New Rochelle High School to provide programs that teach personal finance, investing basics, and entrepreneurship practices to teenagers and young adults.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

10-19

CRD#

2976015

Firm CRD#

6413

States Licensed in

NY, NJ, CT, PA, FL, NV

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Before joining F2, Kevin worked as a Wealth Management Advisor at TIAA, providing comprehensive financial planning and investment services to high-net-worth families. He also spent 16 years as a Trader for UBS and JP Morgan, specializing in international investments for institutional and sophisticated clients in NYC, London, and Hong Kong.

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, EA, CAIA^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Life, Disability, Casualty, Annuity

Firm Information

Total Assets Under Management by Advisor

$125,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Education

Bachelors - Economics

Binghamton University
09/01/1994 -07/15/1997

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

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Paladin Research Report For:

Flynn Financial Partners