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
Founding Partner
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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