Kevin Klein

Background

About Kevin Klein

Kevin S. Klein, CFP®Senior Vice PresidentWealth Management AdvisorKevin started his career with Merrill Lynch Wealth Management in 2005. He earned his BA from John Carroll University and his MBA from Case Western Reserve University, both located in Cleveland, OH. Kevin works with each client to formulate, implement and manage a clearly defined investment plan. He has earned the privilege to use the mark of the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards. As a Wealth Management Advisor, he implements wealth management strategies to pursue the goals of each client. Kevin resides with his wife Carly, and their three boys, Kevin, Colin and Brendan in Clarence Center.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.