Kevin Reeg

About Kevin Reeg

I am a financial advisor who has over 13 years of pharmaceutical experience in my background. I understand many of the daily challenges faced by those who work in the healthcare industry.I am passionate about helping healthcare professionals transform their financial future and achieve their financial goals through a holistic approach specific to the challenges they face. My experience lies in helping individuals identify primary risks in retirement and structuring a process to help mitigate market downturns while protecting life savings, maximizing retirement income and minimizing taxes.Are you a busy healthcare professional working long hours while also trying to balance taking care of your family and plan for your future? Are you a parent and/or spouse that is interested in planning for your children\'s future or planning for the unexpected? Is it hard to find time to focus on personal financial goals due to the daily grind and long hours at work to provide for your family?Do you ever feel:* Stressed over the need to build your retirement without taking on too much risk in the current environment?* Uneasy not having a stress-tested retirement strategy that is built to withstand market volatility while achieving acceptable rates of return?* Frustrated from needing an expert to guide you through wealth preservation to ensure you do not outlive your wealth?Perhaps you never had the chance to find a trusted authority in the retirement planning space. Perhaps you are too busy to even have the time to think about these important aspects of your life that might go overlooked.This is where I come in! Do you know how much money you will need to achieve a work-optional lifestyle, build that dream home, travel, or spend quality time with family and friends? Are you prepared if something happens and you are no longer able to work? How would an event like that impact your retirement plan? Are you expecting children to pursue higher education and have you taken the time to adequately plan to offset these future education costs?These are many of the questions and concerns that I help my clients work through and solve. I can be reached at:Email: k••••@kinnectadvisors.comPhone: 44••••••50 offered through Cetera Wealth Services, LLC, member FINRA, SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Office Address: 600 Washington Avenue, Suite 307, Towson, MD 21204.

Experience

1. Financial Advisor

   Kinnect Advisors

   Jul 2025 — Present · Towson, MD, US

   Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 9710 Monroe St, Cockeysville, MD 21030

Education

• The University of Toledo

  Bachelor of Arts - BA, Marketing

• Baldwin Wallace University

  MBA, Master of Business Administration, Executive Management

Skills

• Mba
• Primary Care
• Respiratory Care
• Direct Sales
• Medical Devices
• Retail Management
• Cardiology
• Women's Health
• Clinical Selling
• Account Management
• Relationship Development
• Diabetes
• Sales Effectiveness
• Relationship Building
• Selling
• Respiratory Products
• Pharmaceutical Sales
• Project Management
• Psychiatry
• Management
• Ob/Gyn
• Endocrinology
• Respiratory Disease
• Relationship Management
• Hospitals
• Internal Medicine
• Managed Care
• Neuroscience
• Pharmaceutical Industry
• Data Analysis
• Rheumatology
• Product Launch
• Sales Operations
• Pulmonology
• Sales