Kevin Dufault Email & Phone Number
Who is Kevin Dufault? Overview
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Kevin Dufault is listed as Partner and Wealth Advisor at Veritas Boston, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Kevin Dufault.
Kevin Dufault previously worked as Partner & Wealth Advisor at Veritas Boston and Financial Advisor at Merrill Lynch Wealth Management. Kevin Dufault holds Bachelor'S Degree from College Of The Holy Cross.
Email format at Veritas Boston
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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
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Kevin Dufault work experience
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Partner & Wealth Advisor
CurrentKevin 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.
Financial Advisor
Kevin Dufault education
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College Of The Holy Cross
Frequently asked questions about Kevin Dufault
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What company does Kevin Dufault work for?
Kevin Dufault works for Veritas Boston.
What is Kevin Dufault's role at Veritas Boston?
Kevin Dufault is listed as Partner and Wealth Advisor at Veritas Boston.
Where is Kevin Dufault based?
Kevin Dufault is based in Boston, Massachusetts, United States while working with Veritas Boston.
What companies has Kevin Dufault worked for?
Kevin Dufault has worked for Veritas Boston and Merrill Lynch Wealth Management.
How can I contact Kevin Dufault?
You can use AeroLeads to view verified contact signals for Kevin Dufault at Veritas Boston, including work email, phone, and LinkedIn data when available.
What schools did Kevin Dufault attend?
Kevin Dufault holds Bachelor'S Degree from College Of The Holy Cross.
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