Kevin Dufault
- Role
- Partner & Wealth Advisor at Veritas Boston Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kevin Dufault
Kevin is a Partner and Sr. Wealth Advisor at Veritas Boston Wealth Management, a firm…
Experience
Partner & Wealth Advisor
Veritas Boston Wealth Management
Apr 2019 — Present
Kevin is a Partner at Veritas Boston Wealth Management where he is a Wealth Advisor. He focuses on wealth planning and goals-based financial strategies. He holds his FINRA 66 registration, Producer Health and Accident Insurance and Life Insurance Licenses. Prior to Veritas, Kevin spent 6 years as a Financial Advisor at Merrill Lynch Kevin earned his Bachelor\'s Degree from The College of the Holy Cross in Worcester, MA. While at Holy Cross, he served as a Board Member to the…
Education
College of the Holy Cross
Bachelor's Degree
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