Kevin Dufault

Kevin Dufault Email and Phone Number

Partner and Wealth Advisor @ Veritas Boston
Boston, MA, US
Kevin Dufault's Location
Boston, Massachusetts, United States, United States
About Kevin Dufault

Kevin is a Partner and Sr. Wealth Advisor at Veritas Boston Wealth Management, a firm that provides comprehensive and customized financial solutions to high-net-worth individuals and families. He graduated from the College of the Holy Cross, where he was a board member of the business program and attended Warren Buffett's student conference.At Veritas Boston, Kevin focuses on wealth planning and goals-based financial strategies, working with clients to understand their needs, objectives, and values. He leverages his skills in family wealth management, financial planning, and estate planning to help clients achieve their desired outcomes and protect their legacy. He also contributes to the firm's culture of excellence, collaboration, and innovation, bringing diverse perspectives and experiences from his time at Merrill Lynch Wealth Management.

Kevin Dufault's Current Company Details
Veritas Boston

Veritas Boston

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Partner and Wealth Advisor
Boston, MA, US
Kevin Dufault Work Experience Details
  • Veritas Boston
    Partner And Wealth Advisor
    Veritas Boston
    Boston, Ma, Us
  • Veritas Boston
    Partner & Wealth Advisor
    Veritas Boston Apr 2019 - Present
    Rockland, Massachusetts, Us
    Kevin is a Partner at Veritas Boston Wealth Management where he is a Wealth Advisor. He focuses on wealth planning and goals-based financial strategies. He holds his FINRA 66 registration, Producer Health and Accident Insurance and Life Insurance Licenses. Prior to Veritas, Kevin spent 6 years as a Financial Advisor at Merrill Lynch Kevin earned his Bachelor's Degree from The College of the Holy Cross in Worcester, MA. While at Holy Cross, he served as a Board Member to the Business Program and was invited to attend Warren Buffett's Student Conference at Berkshire Hathaway's headquarters in Omaha, NE.
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jun 2014 - May 2019
    New York, Ny, Us

Kevin Dufault Education Details

  • College Of The Holy Cross
    College Of The Holy Cross
    Bachelor'S Degree

Frequently Asked Questions about Kevin Dufault

What company does Kevin Dufault work for?

Kevin Dufault works for Veritas Boston

What is Kevin Dufault's role at the current company?

Kevin Dufault's current role is Partner and Wealth Advisor.

What schools did Kevin Dufault attend?

Kevin Dufault attended College Of The Holy Cross.

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