Kevin Smith, CFP®, Private Client Consultant, Advanced Planning
Kevin Smith is a private client consultant with Commonwealth’s Advanced Planning team. With the firm since 2020, he manages advisor requests for support with HNW and UHNW clients and collaborates with subject matter experts. Kevin holds the CFP® designation, FINRA Series 7, 24, and 66 securities registrations, and is currently pursuing a JD at the Massachusetts School of Law.
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