Kevin Davey

Partner at Continuum Wealth Group

Role
Founding Partner at Continuum Wealth Group
Location
Franklin, TN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kevin Davey

Helping families be intentional so family wealth becomes inevitable. Experiencing…

Experience

  1. Founding Partner

    Continuum Wealth Group

    Mar 2022 — Present

Education

  • Elmhurst University

    Business Administration

Skills

  • Investment Advisory Services
  • Employee Benefits
  • Leadership
  • Financial Analysis
  • Portfolio Management
  • Buy-Sell Agreements
  • Networking
  • Financial Modeling
  • Non-Qualified Deferred Compensation
  • Financial Planning
  • Trusted Business Advisor
  • Executive Benefit Strategies
  • Insurance
  • Communication
  • Key Employee Planning
  • Estate Planning
  • Finance
  • Management
  • Business Owner Planning
  • Tax Shelters
  • Financial Security Planning
  • Marketing
  • Retirement Planning
  • Risk Management
  • Strategic Planning
  • Strategic Financial Planning
  • Investments
  • Financial Services

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Kevin Davey — Founding Partner at Continuum Wealth Group in Franklin, TN, US | Unifers