Kevin Mcveigh

Kevin Mcveigh Email and Phone Number

Managing Director, Senior Wealth Advisor @ Lido Advisors, LLC
Ann Arbor, MI, US
Kevin Mcveigh's Location
Ann Arbor, Michigan, United States, United States
Kevin Mcveigh's Contact Details

Kevin Mcveigh personal email

n/a

Kevin Mcveigh phone numbers

About Kevin Mcveigh

Kevin Mcveigh is a Managing Director, Senior Wealth Advisor at Lido Advisors, LLC. He possess expertise in personal financial planning, retirement planning, investments, wealth management services, strategic financial planning and 10 more skills.

Kevin Mcveigh's Current Company Details
Lido Advisors, LLC

Lido Advisors, Llc

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Managing Director, Senior Wealth Advisor
Ann Arbor, MI, US
Website:
lidoadvisors.com
Employees:
360
Kevin Mcveigh Work Experience Details
  • Lido Advisors, Llc
    Managing Director, Senior Wealth Advisor
    Lido Advisors, Llc
    Ann Arbor, Mi, Us
    View
  • Exchange Capital Management, Inc.
    Financial Advisor
    Exchange Capital Management, Inc. Nov 1995 - Present
    Ann Arbor, Michigan
    Exchange Capital Management is a fee-only Registered Investment Adviser providing independent investment counsel, financial planning, and professional portfolio management for private clients and families. Clients typically include Executives, Entrepreneurs, Educators, and Emerging Affluent with assets working in retirement plans, taxable savings accounts, trusts, and charitable foundations.Subject to exceptions for emerging affluent clientele aggressively accumulating wealth, Exchange Capital Managements' services are best suited for individuals with $1 million or more to invest.
    View
  • Swanson Capital Management
    Portfolio Manager
    Swanson Capital Management Dec 1988 - Oct 1995
    Ann Arbor, Michigan
  • Kidder Peabody
    Securities Sales
    Kidder Peabody Apr 1986 - Jul 1988
    Troy, Michigan
    View

Kevin Mcveigh Skills

Personal Financial Planning Retirement Planning Investments Wealth Management Services Strategic Financial Planning Financial Advisory Investment Management Finance Financial Analysis Wealth Management Investment Advisory Asset Allocation Management Financial Planning Portfolio Management

Kevin Mcveigh Education Details

Frequently Asked Questions about Kevin Mcveigh

What company does Kevin Mcveigh work for?

Kevin Mcveigh works for Lido Advisors, Llc

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

Kevin Mcveigh's current role is Managing Director, Senior Wealth Advisor.

What is Kevin Mcveigh's email address?

Kevin Mcveigh's email address is km****@****tal.com

What is Kevin Mcveigh's direct phone number?

Kevin Mcveigh's direct phone number is +173476*****

What schools did Kevin Mcveigh attend?

Kevin Mcveigh attended Michigan State University - Eli Broad College Of Business, Villanova University.

What are some of Kevin Mcveigh's interests?

Kevin Mcveigh has interest in Family, Triathlon Racing, Mountain Climbing, Friends.

What skills is Kevin Mcveigh known for?

Kevin Mcveigh has skills like Personal Financial Planning, Retirement Planning, Investments, Wealth Management Services, Strategic Financial Planning, Financial Advisory, Investment Management, Finance, Financial Analysis, Wealth Management, Investment Advisory, Asset Allocation.

Who are Kevin Mcveigh's colleagues?

Kevin Mcveigh's colleagues are Olivia Zaiya, Mba, Jd, Cfp®, Will Dixon, Cody Ambrogi, Mary Stach, Yianni Haralambous, J.d., Cfp®, Mtwm, Adrianne Erickson, Kārlis Briedis.

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