Kevin Vaillancourt

VP, Private Wealth Advisor at Ancora Holdings Group

Role
VP, Family Wealth Advisor at Ancora Holdings Group
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Vaillancourt

As VP, Family Wealth Advisor, with Ancora, I focus my attention on developing and overseeing solutions for families, business owners and institutions. By utilizing nearly 3 decades worth of experience with Fidelity Investments I am able to facilitate the ongoing delivery of dynamic solutions to our clients. Ultimately, I help people & companies solve problems and ensure that no problem goes unsolved.

Experience

  1. VP, Family Wealth Advisor

    Ancora Holdings Group

    Jan 2024 — Present · Cleveland, OH, US

Education

  • Glastonbury High School

    Liberal Arts

    1986 — 1989

  • Stonehill College

    BA, Communication

    1999 — 2001

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Kevin Vaillancourt — VP, Family Wealth Advisor at Ancora Holdings Group in Cleveland, OH, US | Unifers