Kevin O'Leary works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

Kevin received his B.S. in Business Administration from University of Vermont. He holds his Series 7, 63, 65, 31, and Life & Health Insurance. Kevin is both a Chartered Financial Analyst and Certified Financial Planner. He is a member of the Financial Planning Association and New York Society of Securities Analysts.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Jessica began her career in 2012 at Morgan Stanley in Naples, FL as an intern while attending college. After college, she joined the Complex Management Team at Morgan Stanley on the East Coast of South Florida. In 2014, she joined UBS Financial Services, Inc. , holding multiple roles with senior management at the firm. In that time frame, Jessica obtained her General Securities Representative Exam(Series 7), The Uniform Combined State Law Examination(Series 66), and The General Securities Sales Supervisor Qualification Examination(Series 9-10).

She joined Moshe Banin's team in March 2018. She supports the reporting needs, performs investment analyses, reviews portfolio holdings, and is responsible for the overall administrative management of the team.

Jessica holds a BS in Business Marketing with a minor in Advertising from Florida Gulf Coast University. Jessica resides in Fort Lauderdale, FL with her Fiancé.

Registered States:
CA, CO, DC, DE, FL, ID, IL, MA, MD, ME, NJ, NY, PA, SC, VA